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Showing 431 - 440 of 1758 results for "Financial Planners"

Buffett brings adviser PI products to Australia

ALEX BURKE  |  TUESDAY, 19 JAN 2016
... Company (BHSI) has announced it is introducing professional indemnity products in Australia, including one for financial planners. The new policies are Executive First Directors & Officers Liability Insurance, Professional First Financial Planners Professional ...

Omniwealth names new COO

MARK SMITH  |  TUESDAY, 15 DEC 2015
... business to weather the current business climate and succeed. "While estate planning has become a growth area for financial planners, succession planning has been overlooked or misunderstood by a lot of professionals advising SMEs. The progressive retirement ...

Former FPA chair joins Tax Practitioners Board

DARREN SNYDER  |  FRIDAY, 11 DEC 2015
... 18-month period. FPA chief executive Mark Rantall said Berry's appointment will ensure there is now a voice for financial planners, who make up the second largest group of registered individuals with the TPB. The FPA also welcomed the re-appointment ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... our own findings and validates our strategy of lifting education and professional standards of professional financial planners to help earn the trust of more Australians." Overall, 19,092 consumers who were either primary or shared household financial ...

Robo-advice is WALL-E, not Terminator

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
Financial planners need to see robo-advice as a friendly, helpful tool, such as Pixar's WALL-E, rather than as the destructive machine pictured in Terminator. The rise of technological tools that automate some parts of financial advice was one of the ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... recalls, "and they were looking to bring in people from different professions and educate them up to become financial planners. "I came in under that program because the principal of my firm had said to me, 'By all means, you're doing well, but I've ...

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... Certification Program. "Both are outstanding award recipients who will help lead their generation of professional financial planners to new heights of community recognition and respect," Rantall said. The FPA also recognised the philanthropic work of ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... Professionals Congress in Brisbane, which starts tomorrow. The Congress' theme, 'Shaping Futures' is about "uniting financial planners, and inspiring them with new insights and strategies on how to shape the future for their business, clients and the ...

Treasurer calls for planners to enter China

DARREN SNYDER  |  WEDNESDAY, 18 NOV 2015
... Morrison said. "There are enormous opportunities for our engineers, our doctors, our accountants, our architects, financial planners and so many more." The Treasurer said Australia had an opportunity to capitalise on its comparative advantage in health ...

Vanguard wins adviser vote

ALEX BURKE  |  WEDNESDAY, 11 NOV 2015
... investments for their clients," said Investment Trends head of research for wealth management Recep Peker. "Notably, financial planners' usage of passive managed funds - which provide low cost access to diversification - for new client money is at record ...