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Showing 581 - 590 of 2303 results for "Financial Planner"

Boutique adviser names key hires

KERRIE SYDEE  |  TUESDAY, 1 NOV 2016
... that will last the length of time now required for clients." Profile has also hired Todd Stanford as a senior financial planner. He joins Profile from William Buck where he worked for nine years, including three as a principal. Prior to William Buck ...

Lonsdale recognises exceptional advice

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Lonsdale Financial Group has announced the recipients of its 2016 financial planner and practice awards. Financial Planner of the Year was awarded to Peter Fry of Fry Financial Services in Ringwood Victoria, while Practice of the Year was awarded to ...

MLC and NAB expand direct life insurance

JAMIE WILLIAMSON  |  THURSDAY, 20 OCT 2016
... best suited to those customers who don't have complex debts arrangements and don't have time to meet with a financial planner, but want the security of protection," Thomas said. "The introduction of the Essentials range is a tangible example of how MLC ...

Scholarship supports new advisers

KERRIE SYDEE  |  TUESDAY, 18 OCT 2016
A Melbourne university is partnering with a boutique financial planning firm to provide financial support to the next generation of financial advisers. Scholten Collins McKissock Wealth Management and Deakin Business School will provide scholarships ...

InvestmentLink backs mobile advice start-up

ALEX BURKE  |  TUESDAY, 18 OCT 2016
InvestmentLink has made its first data grant to a mobile platform for financial advisers. As part of InvestmentLink's commitment to fintech, Harmonee will have 18 months of free access to 600 data feeds, which are currently used by more than 12,000 ...

Midwinter extends partnership

DARREN SNYDER  |  TUESDAY, 11 OCT 2016
Financial planning software provider Midwinter is extending its partnership with a financial data company. The renewed partnership with InvestmentLink allows Midwinter to add client-authorised data feeds to the existing 600 feeds in its data source ...

The best marketing is no marketing for advisers

MARK SMITH  |  TUESDAY, 11 OCT 2016
Few advisers have a proactive referral strategy but with a few easy steps they can improve their chances of being recommended, according to Scott Charlton, a business coach who specialises in helping accountants and financial planners. Addressing delegates ...

AFA award shines spotlight on women in financial advice

MICHELLE BALTAZAR  |  MONDAY, 10 OCT 2016
... #mindfulwealthmovement initiatives. Rounding up the elite group were Patricia Peters, director and Certified Financial Planner at Peters McKeown and Susan Rallings, senior vice president at Morgan Stanley Wealth Management. The prize for the award rose ...

Popularity of annuity bonds set to soar

KERRIE SYDEE  |  MONDAY, 10 OCT 2016
Indexed annuity bonds are expected to experience sales growth over the next 12 months as the reality of low interest rates and high volatility drives more investors to the asset class. FIIG Securities national manager of adviser services, Simon Michell ...

StatePlus appoints new CEO, boosts board

ALEX BURKE  |  FRIDAY, 7 OCT 2016
StatePlus has appointed a new chief executive. Graeme Arnott has been acting chief executive since the business was acquired by First State Super in June. Prior to that, he was chief operating officer at FSS; he took this role having previously spent ...