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Showing 7001 - 7010 of 18271 results for "Plan"

Technical Services Forum shines light on leading specialists

ALEX BURKE  |  TUESDAY, 8 NOV 2016
Technical services managers from IOOF and ANZ took the scholarship awards for UNSW Retirement Planning and Aged Care courses at the final Challenger Financial Standard Technical Services Forum for 2016. Ling Wang and Rahul Sing, technical services managers ...

Fintechs face marketing battle

DARREN SNYDER  |  TUESDAY, 8 NOV 2016
... increase spending on all forms of digital marketing, including websites, display and search. The survey found 68% of managers plan to increase content creation and even more on ensuring that content is promoted and discovered," Roberts said. One in three ...

MLC bolsters group insurance team

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
MLC Life Insurance is renewing its focus on group insurance with five key appointments. MLC is expanding the team to include experienced price actuaries, insurance product experts and relationship managers all with institutional client experience. The ...

ANZ improves OneCare for advisers

KERRIE SYDEE  |  TUESDAY, 8 NOV 2016
ANZ is enhancing its life insurance cover OneCare as part of the bank's "strengthened commitment" to financial advisers. OneCare will offer adviser and client improvements through three key updates including greater funding flexibility, improved client ...

Elders celebrates award winners

KERRIE SYDEE  |  MONDAY, 7 NOV 2016
Elders Financial Planning has rewarded excellence in financial advice by naming its award recipients across the dealer group and announcing the first two recipients of its education scholarship program. Announced at the Elders Financial Planning Conference ...

ANZ wealth sale marks end of an advice era

ALEX BURKE  |  FRIDAY, 4 NOV 2016
ANZ's potential sale of its wealth business will send ripples through the succession plans of many advice businesses now that banks can no longer be considered a "buyer of last resort." During a media briefing discussing the bank's full-year results ...

AZ NGA snaps up eighteenth firm

KERRIE SYDEE  |  FRIDAY, 4 NOV 2016
... the team is led by highly experienced financial planners in Odelia D'Silva and Bruce Nicholson and has an exciting growth plan which we will be able to assist with. We are delighted to make our second significant investment in Perth and we have plans ...

Advisers unsure on super contributions

JAMIE WILLIAMSON  |  FRIDAY, 4 NOV 2016
Adviser queries around non-concessional super contributions have doubled in the last month, according to BT Advice Technical's September quarter round-up. The report shows the questions most commonly asked by advisers over the quarter were in regards ...

ANZ mulls selling wealth business

ALEX BURKE  |  THURSDAY, 3 NOV 2016
ANZ says the sale of its wealth management business is a possible scenario that has been thought about "for some time." In releasing the bank's full-year results today, ANZ chief executive Shayne Elliott told a media briefing its wealth business is ...

BTFG to combine key research divisions

ALEX BURKE  |  WEDNESDAY, 2 NOV 2016
BT Financial Group is looking to combine parts of its Advice Research business with its Investment Research & Governance division. A spokesperson from BTFG has declined to confirm the development but said they are constantly reviewing their teams to ...