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Showing 4311 - 4320 of 9819 results for "Advisers"

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
... Congress in Hobart, Hayes said building a sustainable and profitable aged care financial advice business was achievable if advisers addressed several challenges. The first challenge is attracting new business, and Hayes believes that directly attending ...

Impact of dementia on estate planning efficacy

JAMIE WILLIAMSON  |  MONDAY, 27 NOV 2017
Financial advisers are being reminded of the important role statutory wills play in the estate planning process, as the number of Australians diagnosed with dementia continues to rise. According to Australian Unity Trustees, Australia's ageing population ...

Lapse rates review anxiety unfounded: ASIC

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Anxiety around ASIC's life insurance policy lapse rates review among financial advisers is "misplaced" as only the most serious misconduct would result in severe penalties, a senior official said. ASIC senior executive leader of the financial advisers ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
Two FS Power50 advisers told an industry conference that successful and sustainable practices were built when they began to see themselves not only as advisers but astute entrepreneurs. Story Wealth Management chief executive Anne Graham urged practice ...

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
... director Stephen Reed has also been appointed. Reed was the founder of one of Australia's first aggregators of financial advisers and accountants, Austchoice. "Colin and Stephen both have long and proven track records in successfully growing administration ...

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
The rise of the "algorithmic advisers" requires a change in attitude and mindset from the financial advice and planning communities. Futurist and chief executive of global consultancy firm Tomorrow, Mike Walsh, told the 2017 Financial Planning Association ...

Big bedrooms pose challenge for planners

DARREN SNYDER  |  FRIDAY, 24 NOV 2017
... secretary, retail manager, and general clerk. He said what this shows is that Australians are obsessed with lifestyle and advisers "need to capture these people."

CountPlus appoints CFO after executive search

ALEX BURKE  |  THURSDAY, 23 NOV 2017
... Accountants and Financial Planners. The second appointment is Jane Beverley, who is now managing principal of Evolution Advisers.

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth Advisers, hailed as the most outstanding practice with long-serving employee Michael Hayward taking home the coveted FPA Certified ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
... process and highlights that increased revenue, operational efficiencies and reduced client costs as some of the advantages advisers and planners can gain if they embrace fintech solutions. It maps out the financial planning process in six key steps and ...