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Showing 7021 - 7030 of 18271 results for "Plan"

Advisers optimistic amid challenges

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Financial advisers around the world remain optimistic about the future of their businesses despite facing a growing number of regulatory changes, according to a new study by Vanguard. Vanguard's 2016 Global Adviser Trends Survey gained insights from ...

Elders inks deal with ninth practice

KERRIE SYDEE  |  THURSDAY, 27 OCT 2016
Elders Financial Planning has acquired its ninth practice in seven months. Brisbane based advice practice, MI Life Wealth has joined the Elders dealer group as the practice looks to grow its business through the Elders referral network. General manager ...

NAB Wealth reports solid growth

JAMIE WILLIAMSON  |  THURSDAY, 27 OCT 2016
... positioned to deliver improved customer outcomes and attractive returns for shareholders in the year ahead, with a clear plan and the right organisational structure in place."

Cbus partners for phone-based advice

ALEX BURKE  |  THURSDAY, 27 OCT 2016
Cbus has partnered with a leading digital advice firm to create a new "advice over the phone" service. Midwinter will deliver the service from October 31; the company is currently rolling out its cloud-based advice platform, AdviceOS, for Cbus to use ...

Clydesdale in talks to acquire RBS subsidiary

ALEX BURKE  |  WEDNESDAY, 26 OCT 2016
CYBG, the holding company formed following the NAB demerger, is in talks to acquire a business from the Royal Bank of Scotland. The Williams & Glyn business refers to parts of RBS and National Westminster Bank, comprising 307 branches, which must be ...

Westpac appoints group customer advocate

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2016
Westpac has created a group customer advocate role as part of its commitment to the ABA's Six Point Plan. Adrian Ahern has been appointed to the position which is intended to provide a means of independent review for the bank's retail and small business ...

NobleOak Life offerings recognised for excellence

JAMIE WILLIAMSON  |  WEDNESDAY, 26 OCT 2016
... Life Insurance Excellence Awards have been presented in Sydney by Strategic Insight, the research house formerly known as Plan for Life. NobleOak Life took home the overall Direct Life Insurance Excellence Award, also receiving the TPD Award for its ...

ClearView welcomes new strategic shareholder

KERRIE SYDEE  |  WEDNESDAY, 26 OCT 2016
... aligned advisers ClearView said the two companies were working towards a formal agreement to formally start the proposed action plan. "ClearView and Sony Life have a shared philosophy in providing both quality products and quality financial advice," ...

Succession planning placed on the backburner

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Financial planning and accounting businesses are all too regularly ignoring the need for quality exit and succession plans, according to chief executive of Connect Financial Service Brokers, Paul Tynan. Tynan has observed a growing number of practitioners ...

Lonsdale recognises exceptional advice

KERRIE SYDEE  |  TUESDAY, 25 OCT 2016
Lonsdale Financial Group has announced the recipients of its 2016 financial planner and practice awards. Financial Planner of the Year was awarded to Peter Fry of Fry Financial Services in Ringwood Victoria, while Practice of the Year was awarded to ...