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Showing 4291 - 4300 of 4394 results for "financial Advice"

It's time to work together: MDRT

HAMISH MADDEN  |  FRIDAY, 15 SEP 2006
... of age, the Million Dollar Round Table (MDRT) is still leading the charge for international best practice in financial advice and, excited by what it sees in Australia, it is urging advisers and associations to work together to continue to raise standards. ...

Financial Wisdom strikes up another Alliance

HAMISH MADDEN  |  FRIDAY, 8 SEP 2006
... partnership with Alliance Property Finance in a move that will give all Alliance customers access to comprehensive financial advice. Alliance Property Finance was established in 1999 as a wholly owned subsidiary of the Hocking Stuart real estate group ...

RetireInvest to focus on aged care

HAMISH MADDEN  |  THURSDAY, 7 SEP 2006
RetireInvest is deepening its presence in the aged care advice space, forming alliances to offer financial advice to prospective aged care residents. An alliance with Mackenzie Aged Care Group will see their potential residents being offered financial ...

Perpetual adds to Canberra private client team

KATE HAGE  |  WEDNESDAY, 30 AUG 2006
... of which are financial advisers. Perpetual's private clients operations in Canberra offer services including financial advice, fiduciary and taxation services and estate planning. Heins said the team differentiate themselves and their services by offering ...

Tandem welcomes Insight aboard

HAMISH MADDEN  |  TUESDAY, 15 AUG 2006
Insight Financial Services has left the Financial Wisdom stable to join Tandem Financial Advice, citing a desire to pursue acquisitions and growth. Director and principal of Insight, Thomas Ilinkovski, said he was looking to build his practice on the ...

Soft skills should be a priority: Zurich

... head of life risk. McKee explained that the role of the financial planner now goes beyond providing traditional financial advice only. "Talking about grave topics, such as death, illness and injury in their [client's] family requires careful skill and ...

Financial planners apply within: Westpac

HAMISH MADDEN  |  MONDAY, 31 JUL 2006
... Sally Herman, general manager advice, said. "With an average of 28 years in retirement to fund, the quality of financial advice people receive during their working years will really have a significant impact on their future standard of living." Westpac ...

Compliance alone doesn't make the grade

HAMISH MADDEN  |  MONDAY, 24 JUL 2006
... associations, regulatory and compliance check boxes and inward looking debates, many had missed the point of financial advice and used compliance as a fix-all. And when it comes to providing the best available advice, Sanders believed that the next key ...

Reverse mortgages not for inexperienced advisers

HAMISH MADDEN  |  FRIDAY, 21 JUL 2006
... financial planner because these are complex products." Williams is also pushing for uniform standards for the financial advice industry, in particular, benchmarking against ISO 22222. It is only from a comprehensive, universal and much more robust base ...

AXA provides more lending facilities

AXA Financial Advice Network (FAN) Licensees, AXA Financial Planning and Charter Financial Planning have teamed up with a third party mortgage distributor to bolster their suite of lending facilities. The new arrangement is with Alliere, a fully-owned ...