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Showing 661 - 670 of 1758 results for "Financial Planners"

Platinum offers $15,000 financial planning scholarship

MARK SMITH  |  THURSDAY, 17 OCT 2013
... time when students are most likely to start a major in financial planning. "We recognise the vital role that financial planners play not only in our business but the investment management community generally, and we see this scholarship as a way of supporting ...

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
... took the top gong ahead of strong competition from Rory Mooney (Wealth By Design), Justine Back (Back to Back Financial Planners), William Bracey (Sydney Financial Planning), Kylie Wright (Ulton Financial Planning) and Mark Rando (Rando & Associates). ...

70 pct retirees see advisers

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... another super plan. Only 14% spend it on their holiday." Contrary to the general assumption, pre-retirees do see financial planners. By the age of 60, over 50% have seen a planner and by 75 years old the number jumps to 70%. "We tend to think that the ...

FPA and Cbus reach 'landmark agreement'

JAMES FERNYHOUGH  |  TUESDAY, 15 OCT 2013
... agreement - which marks a distinct change of tune from the feuding that has characterized the relationship between financial planners and industry funds over the last few years - was the culmination of "months of collaboration between Cbus and the FPA." ...

BT to double time advisers spend with clients

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
... advisers connect with their clients in a different way." The Westpac-owned group has started by supporting financial planners with technology enhancements and by streamlining the advice processes so the adviser can reduce the time spent on administration ...

Guardian Advice benefits from planner "flight to security"

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
Guardian Advice has hit the 200 adviser milestone and is benefiting from financial planners' "flight to security," the group's executive manager Simon Harris said. In the past months Guardian Advice has attracted independent advisers from small dealer ...

Advisers to get social media insight at AFA Conference

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
Financial planners at the Association of Financial Advice (AFA) Conference will receive a unique insight on social media through Twitter co-founder Dom Sagolla. Sagolla will be the main platform speaker at this year's AFA Conference, which will be held ...

Industry funds ask for specialised SMSF adviser training

LAURA MILLAN  |  THURSDAY, 3 OCT 2013
Industry superannuation funds associations are asking financial planners who provide self-managed superannuation fund (SMSF) advice to undertake a different and more specialised training than those who advice on funds regulated by the Australian Prudential ...

Wealth Within targets SMSFs with new platform

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
... platform out to 4,000 accountants. "By end of 2014 we expect to have the accounting module which will allow financial planners and accountants to work together," she said. At a product launch yesterday Zerbes and managing director Denis Celata said that ...

BT launches women adviser network group

LAURA MILLAN  |  TUESDAY, 1 OCT 2013
... currently under-represented in the financial planning industry and they account for fewer than 20% of the 16,500 financial planners in Australia. "We need to strengthen the understanding of financial planning as a career and work to develop the employment ...

Editor's Choice

Global X awards mandate for ETF business

ELIZA BAVIN  |   12:33PM
Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA  |   11:56AM
Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI  |   11:09AM
The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA  |   12:20PM
MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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