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Showing 671 - 680 of 2303 results for "Financial Planner"

Advisers halt HNW slide

MARK SMITH  |  TUESDAY, 16 FEB 2016
There are signs that advisers have recovered from last year's slide in the number of high net worth investors (HNWs) using their services. According to a recent Investment Trends survey of around 3000 HNWs with a combined $11.5 billion in investible ...

Aviva Investors appoints national account manager

MARK SMITH  |  WEDNESDAY, 3 FEB 2016
Aviva Investors has appointed a financial planning business director to its Australian wealth management business. Karl Linder joins as national account manager for Australasia. Based in Melbourne, he will report to head of business development Brett ...

Morningstar says retirees need balance

DARREN SNYDER  |  FRIDAY, 29 JAN 2016
The latest research paper by Morningstar confirms balanced investment portfolios are most likely the best option for Australians when considering all the trade-offs around retirement income. Looking at the probability of successful withdrawal rates ...

Buffett brings adviser PI products to Australia

ALEX BURKE  |  TUESDAY, 19 JAN 2016
Warren Buffett's Berkshire Hathaway Specialty Insurance Company (BHSI) has announced it is introducing professional indemnity products in Australia, including one for financial planners. The new policies are Executive First Directors & Officers Liability ...

Omniwealth names new COO

MARK SMITH  |  TUESDAY, 15 DEC 2015
Diversified financial services group, Omniwealth, has named its new chief operating officer. Atle Crowe-Maxwell will also be director of the company's new business advisory service. In the role he will be responsible for building a business advisory ...

Former FPA chair joins Tax Practitioners Board

DARREN SNYDER  |  FRIDAY, 11 DEC 2015
The Financial Planning Association of Australia (FPA) has welcomed the appointment of a financial adviser to the Tax Practitioners Board (TPB) after long advocating for the position. Former FPA chair Julie Berry is one of five new board appointments ...

Australians more reluctant to seek professional advice

LAURA MILLAN  |  WEDNESDAY, 2 DEC 2015
... planning services, 41% rely on friends and family, 30% rely on websites for financial information and 23% turn to a financial planner, compared to 31% globally. When asked about the most helpful services that a financial planner can provide, Australians ...

Robo-advice is WALL-E, not Terminator

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... more options to clients. He quoted research that said that 84% of young professionals don't think they need a financial planner. Yet, in 2030 these young professionals will account for 70% of financial assets. Holley Nethercote provides services to fintech ...

FPA gives top award to private wealth adviser

LAURA MILLAN  |  MONDAY, 23 NOV 2015
... Professional of the Year Award, to a Visis Private Wealth adviser. Brisbane-based Christopher Smith is a Certified Financial Planner (CFP) and the award recognises his high professional standards, best practice advice and good client outcomes. Smith ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
It says something about the sweeping remit of financial advice that Paul Fog credits both commercial property law and playing water polo for Australia as steering him towards the profession. From his perspective, though, both are equally important. ...