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Showing 7131 - 7140 of 18271 results for "Plan"

Westoz director departs for new venture

KERRIE SYDEE  |  MONDAY, 12 SEP 2016
A non-executive director of Westoz Investment Company has resigned to pursue a new funds management venture. Stephen Tucker resigned from the board to allow him to continue to focus on his role in developing Prodigy Investment Partners (Prodigy). Tucker ...

Experts give insights at 2016 Managed Accounts Forum

JAMIE WILLIAMSON  |  SUNDAY, 11 SEP 2016
More than 200 delegates attended the recent 2016 Financial Standard Managed Accounts Forum, hosted at the Grand Hyatt in Melbourne. The event program was jam-packed with presentations and panel session discussions featuring some of the industry's most ...

Advisers and aged care homes should forge relationships: BUPA

MARK SMITH  |  FRIDAY, 9 SEP 2016
Financial advice professionals can improve the already enormous role they can play in alleviating the emotional stress and administrative burden of helping people into managed aged care by forming relationships directly with care facilities in their ...

Infocus sets sights on culture

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
... followed by three half days workshops spread three months apart. In between workshops advisers work on a 90 day implementation plan with Infocus to embed the new client engagement techniques and commitments made each period. The program is designed to ...

A former PM, a Harvard professor and an adventurer to headline AFA conference

KERRIE SYDEE  |  FRIDAY, 9 SEP 2016
The Association of Financial Advisers has revealed its seven plenary keynote speakers, with just 26 days until the National Adviser Conference kicks off. Headlining the conference is former Prime Minister John Howard, who will outline his vision for ...

Advisers need to control the finance food chain

JAMIE WILLIAMSON  |  THURSDAY, 8 SEP 2016
The food chain of financial advice has long been the wrong way around and needs to change, says Implemented Portfolios' co-founder and chief executive of strategic development Santi Burridge. Speaking at the recent Financial Standard Managed Accounts ...

Enrolments point to adviser growth

KERRIE SYDEE  |  WEDNESDAY, 7 SEP 2016
New figures from education provider Kaplan Professional suggest a greater number of people are embracing financial advice as a career. Data from the end of August showed there was close to a 30% increase in financial services enrolments compared to ...

What to consider before opting for managed accounts

JAMIE WILLIAMSON  |  WEDNESDAY, 7 SEP 2016
Staying true to your investment philosophy and understanding your objectives is key to ensuring success when entering the managed accounts market. That was the key takeaway from a panel session at the 2016 Financial Standard Managed Accounts Forum. ...

Elders gains QLD practice

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
Elders Financial Planning has added its seventh practice to the Elders network. Toowoomba based Total Wealth Group has joined the Elders dealer group, the seventh practice Elders has added over the last five months as the group pushes for growth in ...

Super funds extend support to local communities

KERRIE SYDEE  |  TUESDAY, 6 SEP 2016
Energy Super has appointed a financial adviser to provide assistance to clients affected by the changing energy industry, while UniSuper has partnered with a non-profit social venture to support employment opportunities for refugees and asylum seekers. ...