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Showing 391 - 400 of 2302 results for "Financial Planner"

CBA research lead heads to Morningstar

KANIKA SOOD  |  FRIDAY, 7 SEP 2018
... previously worked as BT Financial Group's head of technical services and at CBA as national technical manager and financial planner. Morningstar managing director, Australasia Jamie Wickham said: "We're excited to have Aman join the Morningstar ...

New tech for the new advice world

JAMIE WILLIAMSON  |  TUESDAY, 4 SEP 2018
A new financial planning software solution that removes the need for paraplanners has been launched to the market. Advice Intelligence has launched a software platform that enables financial advisers and clients to co-create the advice journey, informed ...

Drought-hit farmers turn to advice

KANIKA SOOD  |  MONDAY, 3 SEP 2018
... down through generations. So what can advisers do to ease the financial burden on farming clients? Rockhampton financial planner Rory Condon says about half of his firm's 1500-strong client base are from farming families and most are beef cattle ...

Praemium taps Netwealth analyst for head governance role

HARRISON WORLEY  |  FRIDAY, 31 AUG 2018
... SMA. We are delighted to have Damian join us to help drive forward our SMA offering," Walker said. A former financial planner, Cilmi began his career with Bendigo and Adelaide Bank, moving to Bendigo Wealth as a senior manager of its technical solutions ...

Managed accounts forum to address vertical integration, best practice

STAFF WRITER  |  FRIDAY, 24 AUG 2018
... Wealth Partnership, Eikon Financial, Viridian Financial Group, Crystal Wealth and Partners Wealth. Tim Townsend, financial planner and partner at Townsend Cobain, will be the day's MC. To view the full agenda, click here. To view last year's ...

Advisers divided over health programs

KARREN VERGARA  |  THURSDAY, 23 AUG 2018
... Life insurers increasing the awareness of client health and wellbeing programs still have hills to climb to win financial planner recommendations, latest industry research shows. An Investment Trends survey of 495 financial planners, completed in June ...

Parents key to financial literacy legacy: FPA

HARRISON WORLEY  |  MONDAY, 20 AUG 2018
... worse off than they were. However the FPA's report found those parents who seek or have sought advice from a financial planner were more likely to have regular chats with their kids about money. FPA chief executive Dante De Gori said 61% of advised ...

GROW Super co-founder sells advice business

JAMIE WILLIAMSON  |  THURSDAY, 9 AUG 2018
... GROW but will work with Profile to keep his knowledge of the advice industry current, retaining his Certified Financial Planner designation. Speaking to Financial Standard, Profile chief executive Sarah Abood said the acquisition came about by way of ...

Farmers should urgently access super: Advisers

KARREN VERGARA  |  TUESDAY, 7 AUG 2018
Financial planners can help embattled farmers in drought stricken areas to urgently access their superannuation by lobbying the Federal Government for changes to super hardship policy. Certified Financial Planners Julie Matheson and Peter Roan are proposing ...

Productivity Commission proposes more changes to financial advice

KARREN VERGARA  |  MONDAY, 6 AUG 2018
The financial advice industry is bracing itself for more proposed changes to approved product lists (APLs), remuneration and terminology following the Productivity Commission's inquiry into the state of competition in Australia's financial system. ...