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Showing 6351 - 6360 of 18271 results for "Plan"

Linear buy sees Managed Accounts expand board

JAMIE WILLIAMSON  |  FRIDAY, 24 NOV 2017
Managed Accounts Holdings welcomed two new directors to its board in light of its recent acquisition of Linear. Linear co-founder Colin Peterson has joined the board, adding more than 30 years' experience including in financial planning and funds management ...

The age of algorithmic advice

KARREN VERGARA  |  FRIDAY, 24 NOV 2017
... people's decisions affect their financial planning and as a result, "over the next five years, no human will make a financial plan again." "That's not a bad thing," he said. It means an adviser's role will start to change from merely transacting with ...

Big bedrooms pose challenge for planners

DARREN SNYDER  |  FRIDAY, 24 NOV 2017
More pillows in Australian bedrooms means there are consequences for financial planners across Australia as they try to match the lifestyle demands of clients. On top of residential property booms in Sydney and Melbourne, the 'pillowfication' of Australian ...

CountPlus appoints CFO after executive search

ALEX BURKE  |  THURSDAY, 23 NOV 2017
After former chief financial officer John Collier resigned from CountPlus in August, the accounting and wealth firm has confirmed his replacement. Laurent Toussaint will join CountPlus in January; acting chief financial officer will operate in the role ...

SMSF platform strengthens distribution team

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2017
NowInfinity added to its senior leadership team, appointing a key distribution role. Tom Eustice has joined the cloud based SMSF documentation platform in the position of national sales director, bringing with him significant experience in sales, business ...

Perth planner named Professional of the Year

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Several of the highest honours in financial planning were awarded at the Financial Planning Association Professionals Congress in Hobart today, attended by about 1100 delegates. It was a double whammy win for Perth-based Capital Partners Private Wealth ...

Fintech is not a threat: FPA

KARREN VERGARA  |  THURSDAY, 23 NOV 2017
Financial planners overlooking fintech are missing out on benefits that can ultimately lead to higher client engagement and satisfaction levels, latest research from the Financial Planning Association of Australia shows. Released at the 2017 FPA Professionals ...

PIMCO launches adviser education tool

ALEX BURKE  |  WEDNESDAY, 22 NOV 2017
PIMCO has launched a new education platform to provide online resources for advisers about fixed income and global markets. The new PIMCO Market Intelligence platform includes a six-part CPD-accredited course along with case studies, video tutorials ...

New advice firm taps young professional market

EMMA RAPAPORT  |  TUESDAY, 21 NOV 2017
... services sector is quiet around this time of year, but what we're hearing from our clients in that they want a financial plan heading into the New Year," Brady said. "They're keen to stop and reflect, wipe the slate clean and strategically map out what ...

Gender pay gap widespread in financial services: Report

KARREN VERGARA  |  MONDAY, 20 NOV 2017
Financial services retains the notorious crown as the industry with the highest gender pay gap, the latest report from the Workplace Gender Equality Agency shows. Financial services and insurance employers reported the largest gap of 31.9% between male ...