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Showing 891 - 900 of 2907 results for "Network"

Planners can prevent financial abuse

ELIZABETH MCARTHUR  |  FRIDAY, 29 NOV 2019
At the FPA Professionals Congress speakers who specialise in protecting vulnerable, elderly and disabled people from financial abuse shared how planners can be part of the solution. Anne McGowan, chief executive of Protecting Seniors Wealth, started ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... in the profession, relationship with his local FPA Chapter and being an active member of the FPA Emerging Professionals Network. Finally, the Gwen Fletcher Memorial Award was awarded to UniSuper private client adviser Nicky Dwyer CFP® who attained the ...

Tech-powered is empowered: SOAs

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... content which will no doubt improve the chances of Australians accessing advice. After all, the Social Science Research Network has found that 65% of people are visual learners. "Digital SOAs are key to improving the advice experience. By adopting technology ...

State Street adds to leadership team

ELIZA BAVIN  |  THURSDAY, 28 NOV 2019
... the team. "Her extensive experience in institutional sales roles combined with her comprehensive product knowledge and network will enable us to meet ever-increasing client demands, and further expand our business in Australia and Southeast Asia," Rich ...

New social network for advisers

ELIZABETH MCARTHUR  |  WEDNESDAY, 27 NOV 2019
... share with their professional peers. "Specifically, members told us they want a confidential and safe space in which to network with other members that transcends geographic boundaries. We took this feedback on board and we're pleased to launch FPA Community ...

Countdown to FPA Congress

JAMIE WILLIAMSON  |  TUESDAY, 26 NOV 2019
Heading along to the 2019 FPA Congress in Melbourne this week? Still unsure of what you're looking to get out of it? Congress chair Michelle Tate-Lovery is here to help. This year's Congress, taking place at the Melbourne Convention Centre from tomorrow ...

Total Financial Solutions to shutter next year

ELIZA BAVIN  |  TUESDAY, 19 NOV 2019
... operating risk," Rowe said. "We have decided that in focusing on our core, the combination of CountPlus, Count Financial and a network of engaged and motivated firms will create more value that the parties could create on their own." CountPlus added ...

IRESS wins technology mandate

KANIKA SOOD  |  TUESDAY, 19 NOV 2019
... with the integration. Users of IRESS software will be able to execute trades on 14 exchanges through PhillipCapital's network. PhillipCapital Australia chief executive John Miles said the company's objective was to create a localised solution, to make ...

MLC Life wins group insurance mandate

JAMIE WILLIAMSON  |  MONDAY, 18 NOV 2019
... benefits provider," MLC Life chief of group and retail partners Sean McCormack said. GEB is a global "captive and pooling" network; 'captive' meaning the capability of larger multinational clients to self-insure 100% of the global group insurance risk ...

CountPlus expands network

ELIZABETH MCARTHUR  |  MONDAY, 18 NOV 2019
CountPlus has acquired a 30% stake in DMG Financial Holdings. This takes CountPlus' network from 19 to 20 firms. Consideration for the investment is a cash payment of $2.891 million. DMG Financial is an accounting and financial advice firm based in ...