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Showing 391 - 400 of 406 results for "Advice for"

NAB rolls out in-house planner strategy

KATE HAGE  |  THURSDAY, 20 APR 2006
... aimed to move away from product sell and focus on quality advice. "We recognised the need to deliver higher quality advice for customers, which included covering their insurance needs," he said. The pilot follows NAB's recently launched protected loan ...

Super choice information overload

... 'you will exist', you just do what needs to be done to continue." Healy honed in on the issue of the importance of the advice for the growth of master trusts, emphasising the role employers play, and set out a strategy to "partner" employers in providing ...

Ethical investment education comes online

... planning's chief operating officer, Neil Macdonald, says that AMP's planners have been offering ethical investment advice for years and agrees that the course will meet growing demand for information in the area. "The EIA's new course will help imrpove ...

Macquarie launches indigenous financial services

... Macquarie Indigenous Financial Services, said indigenous communities tended to receive poor and inadequate financial advice for what are often substantial assets under their management. "We have spent the past two years talking with indigenous communities ...

Advisers should provide advice for philanthropy too

Financial planners should take a leading role in giving clients good advice not just with their finances but with their philanthropic needs. At the Financial Planning Association (FPA) annual conference today, keynote speaker David Gonski, chairman ...

Bluestone Mortgages targets brokers with online application system

... tool which will significantly accelerate the application process and at the same time allow brokers to provide instant advice for their clients. The interface also includes online calculators, conditional assessment tools and approval functions. "Customers ...

Mercer grows advisory team

... team which is at the forefront of training and professional development. This in turn means high quality financial advice for our valued clients."

Lonsdale reaches $1 billion mark

Lonsdale Financial Group has hit $1 billion in funds under advice for the Zurich owned, BT badged administration platform, Wrap Account at least three months ahead of schedule. Lonsdale was not expecting the milestone to be passed until October this ...

St George takes on ATO…again

In its second clash with the Australian Taxation Office (ATO) St George Bank has today rejected an amended tax assessment for a total of $40 million from the tax regulator and confirmed it remains on track to achieve EPS growth of 10 per cent for the ...

Study finds divorce significantly impacts wealth creation

... AMP Financial Service's AdvicePlus Solutions initiatives launched earlier in the year aimed at providing financial advice for significant lifecycle moments. AMP identified events such as divorce, redundancy, change of job and retirement as such momen ...