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Showing 411 - 420 of 1211 results for "Future of"

AZ NGA acquires Wealthmed Australia

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... market." "This, combined with being part of a group of planners whom we respect and admire, make us every excited about the future of Wealthmed." AZ NGA was established in November 2014 and is part of Azimut Group, an Italian asset manager and financial ...

Fitzpatricks Group acquires financial advice firm

EMMA RAPAPORT  |  WEDNESDAY, 6 SEP 2017
... looking forward to the future journey with the Fitzpatricks Group and we are proud this advice approach is leading the future of the advice profession." The acquisition took place on 1 September 2017. Fitzpatricks confirmed it is "business as usual" ...

FPA Congress will highlight value of relationships

JAMIE WILLIAMSON  |  THURSDAY, 31 AUG 2017
... the way we live, work and interact. Complementing this, Dr Daniel Susskind will also appear to share his views on the future of financial planning. International writer and broadcaster Claudia Hammond will explore the psychology of money and how to put ...

AZ NGA continues acquisition spree

ALEX BURKE  |  FRIDAY, 25 AUG 2017
... market. This, combined with being part of a group of planners whom we respect and admire, make us every excited about the future of FHM."

MBS Insurance welcomes two partners

KARREN VERGARA  |  WEDNESDAY, 23 AUG 2017
... Partners and Prime Advisory. Mason and Burden said they are confident the new partners will play a crucial role in the future of MBS as both have reflected the growth of the practice and the firm's commitment to servicing clients. "In addition, we are ...

Financial lifestyle coaching: The future of advice

JAMIE WILLIAMSON  |  TUESDAY, 22 AUG 2017
Financial adviser roles as we know them will cease to exist in coming years as the push towards financial lifestyle coaching rises. A recent adviser 'think tank' hosted by Zurich - comprising four advisers, BT Financial Group head of licensee development ...

Industry super fund expands impact investment strategy

EMMA RAPAPORT  |  MONDAY, 21 AUG 2017
... Super chief investment officer Tim Macready said. "TriLinc's embracing view of impact investment is a great model of the future of global investment encompassing a broader focus than just financial metrics." "Our collaboration serves as an example for ...

AFA launches conference program

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
... BT Life head of life insurance operations Scott Moffit and TAL chief operating officer Justin Delaney to discuss the future of life insurance. The AFA's suite of awards will be presented over the course of the three day conference, with the AFA Adviser ...

ASIC links previously banned adviser to court proceedings

EMMA RAPAPORT  |  WEDNESDAY, 16 AUG 2017
... Investments Commission Act 2001, including the best interest obligations financial advisers owe to their clients under the Future of Financial Advice (FoFA) provisions, and other provisions relating to misleading and deceptive conduct and unconscionable ...

MyPlanner inks deal with tech provider

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2017
... said. He said that the company is thrilled to be working with groups who "really get the technology opportunity in the future of advice businesses." Elliott added that further announcements as to the growth of PractiFI are expected in the coming months. ...