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Showing 6261 - 6270 of 18271 results for "Plan"

Clime IM appoints private wealth head from Suncorp

ALEX BURKE  |  TUESDAY, 23 JAN 2018
Clime Investment Management named the head of its private wealth division and flagged the development of interstate offices in an investor update. Maria Greensill was previously manager, financial planning operations at Suncorp. Before that, she was ...

Advice clients most satisfied with goals-based approach

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Goals-based advice is gaining ground with fresh insight suggesting it leads to greater levels of client satisfaction. Latest Investment Trends analysis shows planners with the most satisfied clients "are often those who are successful in creating congruity ...

HUB24 responds to adviser demand

JAMIE WILLIAMSON  |  TUESDAY, 23 JAN 2018
Financial advice licensees can now upload templates for Records of Advice to the HUB24 platform, allowing increased efficiency when trading and generating ROAs for clients. The integrated ROA solution is the latest in a raft of upgrades to HUB24's functionalities ...

Lack of advice costing women in retirement

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
... superannuation. Females are 30% less likely to make any superannuation plans for a career break, despite being most likely to plan a break, the survey found. The loss is potentially heightened for those who don't seek professional advice prior to a break ...

Phone leads life insurance sales: Roy Morgan

KARREN VERGARA  |  MONDAY, 22 JAN 2018
Using the telephone was the most popular means of purchasing life insurance policies in the year to November, the latest Roy Morgan survey shows. One-quarter (24.7%) of the 7632 consumers polled in Roy Morgan's Single Source survey rang the company ...

ASIC puts corner-cutting advisers on notice

JAMIE WILLIAMSON  |  MONDAY, 22 JAN 2018
ASIC is warning financial advice dealer groups about the consequences of failing to correctly witness binding death nominations for superannuation benefits. The regulator said many nominations are at risk of being rejected by trustees as it has become ...

Netwealth signals managed account growth, business upgrades

DARREN SNYDER  |  FRIDAY, 19 JAN 2018
Investment platform netwealth plans to expand its retail and private label managed account service in the first half of 2018, adding models and strategies for different client segments and life stages. This is one of several commitments from the ASX-listed ...

Aussie crypto fund opens to wholesale investors

DARREN SNYDER  |  FRIDAY, 19 JAN 2018
One of Australia's first funds to specialise in crypto asset investments is now open to wholesale investors with its first investment planned for February 1. Apollo Capital is accepting minimum buy-ins of $50,000 and will invest in digital currencies ...

Citi veteran joins forces with listed equities manager

ALEX BURKE  |  FRIDAY, 19 JAN 2018
... has become the deputy chief executive of a listed Australian equities investment company as part of the latter's succession plan. Newly-minted Milton Corporation deputy chief Brendan O'Dea joined Citi in 1995 as an internal auditor. Since then he held ...

Former advice dealer group chief executive surfaces

JAMIE WILLIAMSON  |  THURSDAY, 18 JAN 2018
A leading corporate advisory firm has added the former chief executive of a Countplus subsidiary to its executive lineup. Former Total Financial Solutions chief executive Marcelo Fernandez joined Chase Corporate Advisory this week, focused on growing ...