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Showing 561 - 570 of 2303 results for "Financial Planner"

Queensland bank sells planning business

DARREN SNYDER  |  MONDAY, 19 DEC 2016
... Some Heritage financial planning staff are also moving across to Bridges and most customers will keep their financial planner.

Fiducian boosts FUA by $44m

ALEX BURKE  |  WEDNESDAY, 14 DEC 2016
Fiducian boosted its funds under advice by $44 million after agreeing to acquire two Victorian practices. The total consideration for the practices, which are based in northeast Melbourne and Gippsland, is $720,000. Following the dual acquisition, Fiducian's ...

Link executive joins Moneysoft

JAMIE WILLIAMSON  |  THURSDAY, 8 DEC 2016
Personal financial management software provider Moneysoft appointed a senior Link Group executive to its board. Following a strategic partnership between the two firms, Link's information, digital and data services chief executive Paul Gardiner is now ...

Advice experiences can help educate non-advised

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
... financial planning advice, we need to gain a better understanding of the value experience people get when engaging a financial planner. The finding that the overwhelming majority of clients are satisfied with their financial planner goes to show there ...

The rise of the robo-adviser

DARREN SNYDER  |  WEDNESDAY, 30 NOV 2016
Financial advisers must be encouraged by keen online investors seeking more robo-advice opportunities and new automated investment solutions. This is a key finding in the inaugural Investment Trends Robo-advice Report released this week. The report ...

Bridges partners for financial education

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
Bridges Financial Services has partnered with The Smith Family to help deliver a financial education program to disadvantaged high school students. The two-year, $300,000 partnership will help equip 4000 students from low-income families with money ...

Former Westpac planner banned

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
ASIC has banned a former Westpac financial planner after he was found to have applied a 'one size fits all' advice model. Anthony Bishop of Chelmer, Queensland has been banned from providing financial services for eight years. He provided inappropriate ...

Henderson fund receives ratings upgrade

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
The Henderson Absolute Return Australia Equity Fund has been upgraded to a "Recommended" rating by Lonsec. The equity market neutral fund reached its three year milestone in May 2016 and is managed by Henderson head of alternative Australian equities ...

Kathy Havers from Catalyst wins Future2 award second-year running

JAMIE WILLIAMSON  |  FRIDAY, 25 NOV 2016
A financial planner from Melbourne has taken out the Financial Planning Association of Australia's 2016 Future2 community service award for the second time. Kathy Havers of Catalyst Financial Group was presented with the award at the annual Future2 ...

Future of advice is bionic, not robo

KERRIE SYDEE  |  THURSDAY, 24 NOV 2016
... personal wellbeing it's actually win-win for everyone," Chun said. "If you're able to have a world where the financial planner is focused of aged care, health care, the health insurance premiums, if your clients are mentally much more confident their ...