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Showing 481 - 490 of 2302 results for "Financial Planner"

Industry fund restructures, hires for member engagement

JAMIE WILLIAMSON  |  FRIDAY, 3 NOV 2017
... towards the financial freedom they aspire to in retirement, he said. Magee joined Equip in 2008 as a senior financial planner, becoming manager of its financial planning arm in 2012. Prior to Equip, she served as a financial planner at Telstra Super ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
... latest Investment Trends research warns. Despite a record high of three million Australians intending to use a financial planner over the next two years, the industry is grappling with client retention issues and falling short in meeting specific demands. ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
Bank executives and directors who breach their obligations under the Banking Executive Accountability Regime will face much tougher penalties and consequences, Treasurer Scott Morrison warns. Morrison told the Financial Services Council and BT Political ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... option costs $59 per month and charges a 0.3% fee on assets under advice, which includes two meetings with a financial planner per year, rebalancing of super and investment accounts, and unlimited adviser support via email. Golombick added they recognise ...

StatePlus partners for holistic retirement transition

KARREN VERGARA  |  TUESDAY, 24 OCT 2017
StatePlus has partnered with a specialist organisation to help mature age workers transition seamlessly and holistically to retirement. The collaboration with Perth-based Life Time Wise, a practice that coaches baby boomers on financial, workforce and ...

FPA reveals annual award finalists

JAMIE WILLIAMSON  |  TUESDAY, 24 OCT 2017
... presented at the FPA Professionals Congress in Hobart on 23 November, and the finalists are as below: FPA CERTIFIED FINANCIAL PLANNER(R) Professional of the Year Award Paul Benson CFP(R) - Guidance Financial Services Michael Hayward CFP(R) - Capital ...

ANZ splits OnePath businesses, revamps life insurance team

KARREN VERGARA  |  TUESDAY, 17 OCT 2017
ANZ will divest OnePath's pension and investments and four aligned dealer groups to IOOF Holdings for $975 million; and it announced several senior internal appointments in retaining its life insurance business. IOOF has agreed to take over ANZ Wealth ...

Westpac faces class action over life insurance

KARREN VERGARA  |  MONDAY, 16 OCT 2017
Westpac is facing a class action for allegedly charging higher life insurance premiums via its network of financial planners. Shine Lawyers filed the class action against the bank and its subsidiary, Westpac Life Insurance Services, on behalf of customers ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... Financial, Nicole Heales; Burcheart managing director Sacha Burchgart; and Sofcorp Financial Services principal financial planner Tracey Sofra. Peita Diamantidis, winner of last year's award said the award was a catalyst to her decision to run a coaching ...

Countplus flags divestments, appoints two principals

ALEX BURKE  |  TUESDAY, 10 OCT 2017
Countplus provided an update on its divestments in underlying member firms at the same time as appointing two new managing principals. The ASX-listed diversified wealth management group noted that a member firm, Twomeys, underwent a restructure with ...