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Showing 21 - 30 of 44 results for %22Financial Advice Mortgage Solutions%22

Myprosperity partners with $6.2bn platform

KARREN VERGARA  |  TUESDAY, 14 NOV 2017
... start-ups aggregating personal finances via a one-stop-shop. Plenty Wealth combines human and robo advice and provides a financial roadmap and acts like a "GPS service" in terms of financial goals, covering automated advice from budgeting and cash flows ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
... retaining its life insurance business. IOOF has agreed to take over ANZ Wealth Management comprising RI Advice, Millennium3, Financial Services Partners and Elders Financial Planning dealer groups, made up of 717 aligned advisers and $19.5 billion in ...

Spring FG to join dealer group ranks

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
Spring Financial Group will launch a full suite of dealer group services with a specialist superannuation and retirement planning firm among the first of its representatives. The ASX-listed advice group will begin offering dealer group services to financial ...

Review life insurance ahead of super reforms: BT

KARREN VERGARA  |  TUESDAY, 6 JUN 2017
With the end of financial year and 1 July superannuation reforms fast approaching, advisers shouldn't overlook the value of life insurance arrangements inside superannuation. Keeping in mind concessional and non-concessional contribution limits are ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... consolidate about $100 million of retirement savings. BT Financial Group's dimensions as at 30 September 2016: Financial advice - 510 salaried advisers; 589 Magnitude and Securitor advisers Investments - $32 billion funds under management (FUM); $1bn ...

New wave of retirees to challenge advisers

KERRIE SYDEE  |  THURSDAY, 16 JUN 2016
The new wave of baby boomer retirees is set to dramatically change the direction of financial advice, argues industry consultant John Wiseman. According to Wiseman, advisers will be faced with a number of challenges as they search for solutions that ...

Synchron announces LIF tech and referral arrangements

ALEX BURKE  |  TUESDAY, 23 FEB 2016
... client engagement and ongoing client relationships." Synchron has also introduced a referral arrangement to Advantedge Financial Solutions, the NAB-owned mortgage broking service. Trapnell explained, "We know that at any point in time, one in seven consumers ...

Advisers and mortgage brokers joining forces

ALEX BURKE  |  TUESDAY, 26 MAY 2015
... client value proposition and fully service the clients of the respective specialists by providing integrated financial advice and a seamless client experience. "This approach means that internal referral processes can be properly integrated, and office ...

Movers and shakers

... appointment and look forward to Otto's involvement heading up the team going forward," a spokesperson for the company told Financial Standard. A Perpetual appoints research head from SSgA Perpetual Investments has appointed a State Street Global Advisors ...

Investec launches banking products for advisers

LAURA MILLAN  |  MONDAY, 18 NOV 2013
Investec Australia is tapping into the financial planning sector with the launch of a personal banking offering for advisers. The bank already works with about 250 independent advice firms and manages approximately $750 million of client funds, but ...