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Showing 771 - 780 of 1225 results for "Story"

Distilling the 'why' unlocks social media success

MARK STORY  |  TUESDAY, 5 FEB 2013
It's impossible for financial advisers to be better connected to themselves, argues Canberra-based Matt Battye managing director of Complete Wealth unless they take the time to do what he calls 'distilling the why'. Speaking at the inaugural AdviserEdge ...

NAB Asset Servicing awarded new contracts

MARK STORY  |  MONDAY, 4 FEB 2013
National Australia Bank's Asset Servicing business has been awarded the contracts to provide custodial and administrative services to investment manager Atrium Investment Management, and custodial services to Fitzpatricks Private Wealth. The win comes ...

Social media anything but rocket science

MARK STORY  |  MONDAY, 4 FEB 2013
The proper adoption of social media strategy by financial advisers will help to raise up the public perception of the sector so often portrayed badly by media. This was the call to arms within the opening address by Baz Gardner conference host and Social ...

Email tops in social media stakes

MARK STORY  |  MONDAY, 4 FEB 2013
It may have been around the longest, but if he had to pick just one form of social media, Social Adviser founder Baz Gardner would choose email. This was just one of the many social media revelations that Gardner, host and organiser of this year's AdviserEdge ...

Affinia kicks off 2013 with three senior hires

MARK STORY  |  WEDNESDAY, 30 JAN 2013
TAL's new risk-specialist dealer group, Affinia, today announces that it has hired three regional managers to help drive the group's ambitious growth plans. Jonathon Nguyen has joined the team as Affinia's regional manager, Vic, Tas, SA, WA. Nguyen ...

DomaCom GPS increases software footprint

MARK STORY  |  WEDNESDAY, 30 JAN 2013
New platform entrant DomaCom is increasing its' planning software user numbers with over 250 advisers across 190-plus firms now registered and using its free planning software. DomaCom is using a free trial of its Guided Planning System (GPS) - following ...

CFP ranks to top 150,000 in 2013

MARK STORY  |  TUESDAY, 29 JAN 2013
The Financial Planning Standards Board (FPSB), owner of the international Certified Financial Planner certification program, reported that the global number of CFP professionals jumped from 139,818 at year-end 2011 to 147,822 12 months later. At the ...

Trapnell rejects 'no way out' stance by licencees

MARK STORY  |  FRIDAY, 25 JAN 2013
You can check-in any time you like but you can never leave: Synchron director Don Trapnell has used the immortal lines from the classic 1970s Hotel California hit to reaffirm his rejection of licensee heavy-handedness dealing with advisers who want ...

Former mortgage broker convicted

MARK STORY  |  FRIDAY, 25 JAN 2013
A former NSW-based mortgage broker was yesterday convicted of 10 offences under the National Consumer Credit Protection Act 2009 (National Credit Act). In September 2012 Daniel Nguyen, of Panania, pleaded guilty to 10 offences including providing false ...

HOSTPLUS to become a PST

MARK STORY  |  THURSDAY, 24 JAN 2013
Once its plans to become a pooled superannuation trust (PST) are complete later this year, HOSTPLUS will be the first Industry fund to allow SMSFs to invest in its underlying investment platform. As well as helping to keep costs down, HOSTPLUS CEO David ...