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Showing 5481 - 5490 of 9822 results for "Advisers"

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
... moved into 'coaching' planners when my management career took off." Fog describes his first role as "running a panel of advisers," before he moved on to become the state manager for Queensland: "That was across our planners that operated in both retail ...

Madison appoints national practice development manager

ALEX BURKE  |  FRIDAY, 20 NOV 2015
... also changed," Madison general manager Giulio Russo said. "This was reflected in our recent Benchmarking Survey where advisers indicated they wanted more support on business coaching and practice management than previously. "Jaime has extensive experience ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... Prendeville said that another characteristic of this context is that the high demand has not impacted on the price. To advisers looking to buy or sell their business, he recommended: "Be prepared; have absolute transparency on where your revenue comes ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... Financial Planning education program to all of its 600 employed planners. The program, which has been trialled with 110 advisers from Financial Wisdom and Count Financial, educates advisers about women's unique financial needs. Planners are taught about ...

FEATURE: The great race to invest

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... 15% to 18% of total assets in the year to April 2015. The research, based on a survey of almost 4,000 trustees and 501 advisers showed that the average number of shares held by an SMSF is 18, with more than 50% of these being financials or resources. ...

JBWere announces three senior appointments

DARREN SNYDER  |  THURSDAY, 19 NOV 2015
... was most recently the national head of markets at UBS Australia, where he oversaw more than 100 high net worth client advisers. JBWere also announced the internal promotion of Gerrik Gratz, who is now head of operation and strategic delivery. Gratz has ...

StatePlus adopts FPA professional practice program

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
The 138 advisers operating under retirement advice group StatePlus have adopted the Financial Planning Association's (FPA) Professional Practice program. A total of 17 StatePlus regional offices and its 138 planners have signed up to the program. This ...

Madison FG grows advisers by 20%

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... group Madison Financial Group has experienced a 20% increase in adviser numbers over the last year. The group has now 88 advisers across 50 practices and it manages over $3.5 billion in funds under advice and $70 million in risk premiums. Madison FG ...

IOOF upgrades online trading platform

LAURA MILLAN  |  WEDNESDAY, 18 NOV 2015
... real-time trading. Upgrades were made in the areas of online transaction, share trading and corporate actions capabilities. Advisers will be able to place a buy order with the proceeds of a sell order immediately, without waiting for the proceeds to ...

Appetite for international shares up 50% with major broker

MARK SMITH  |  TUESDAY, 17 NOV 2015
... earn more from every dollar they make." BetaShares managing director in Australia Alex Vynokur said that "we are seeing advisers becoming increasingly interested in building more diversified and robust portfolios. "They have been using ETFs more and ...