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Showing 461 - 470 of 2302 results for "Financial Planner"

DomaCom secures first integration

JAMIE WILLIAMSON  |  FRIDAY, 22 DEC 2017
Fractional property investor DomaCom has announced its first integration, allowing financial advisers to automatically include DomaCom sub-fund investments in client reports. DomaCom has entered into an agreement to integrate its property sub-funds ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
Financial Standard attended all the major industry conferences this year to keep you informed. Chief Economists Forum It may well be Rainmaker's 25th anniversary in 2017, but this year also marked the anniversary of several historic and global economic ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
A newly rebranded SMSF service provider is hoping to expand its market reach with the help of financial advisers. Adelaide-based PeakSuper, formerly Catapult Super, will look to build partnerships with advisers to assist their clients with the establishment ...

Former Challenger executive joins HUB24

KARREN VERGARA  |  WEDNESDAY, 20 DEC 2017
HUB24 appointed a former Challenger executive to its board of directors. Paul Rogan joins as a non-executive director, replacing Vaughan Webber who will retire as a non-executive director and chair of the platform's Audit, Risk and Compliance Committee. ...

Fiducian acquires three client books worth $40m in FUA

ALEX BURKE  |  FRIDAY, 15 DEC 2017
Fiducian has added three financial planning client books, collectively representing an additional $40.9 million in funds under advice. The transactions were funded by excess cash; client bases are located in Perth, Melbourne and the Sunshine Coast ...

Elders enables greater access to advice in central NSW

JAMIE WILLIAMSON  |  WEDNESDAY, 13 DEC 2017
Two financial planners in New South Wales' central west are joining forces to launch a new financial advice business. Claire Russell, formerly of Ausure, will partner with Siebury adviser Geoff Siegert to launch Central West Financial Planning in Bathurst ...

Misperception of independence jeopardising trust

JAMIE WILLIAMSON  |  FRIDAY, 1 DEC 2017
... comes to superannuation performance are increasing. Those who purchase superannuation through an independent financial planner/adviser were the most satisfied at 71.3% (up 5.6%), followed by those who purchased through an accountant at 68.8% (2.8% increase). ...

Philanthropy at the heart of planning profession

DARREN SNYDER  |  MONDAY, 27 NOV 2017
... Schools introduced to Banqer by FPA members will have access to the online program, as well as support from a financial planner. The aim is to provide the program to 15,000 kids in local schools during 2017/18, allowing them to become curious, creative ...

Building successful aged care advice businesses

DARREN SNYDER  |  MONDAY, 27 NOV 2017
Financial planners attempting to create a one-size-fits-all approach for fees covering aged care advice do so at their own peril, an industry expert warns. Strategic Financial Planning adviser Jacqui Hayes, a dedicated aged care specialist, said advisory ...

Advisers require entrepreneurial hat

KARREN VERGARA  |  MONDAY, 27 NOV 2017
... Financial Planning Association Professionals Congress to take a close look at how they identify themselves - as a financial planner or a business owner. For some time, Hawthorn-based Graham used to see herself as a financial planner and not an entrepreneur. ...