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Showing 9101 - 9110 of 18276 results for "Plan"

Young clients also looking for aged care advice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Clients in their mid-thirties tend to seek advice in aged care and estate planning, especially when they have little children to look after. JBS Financial Strategists director Jenny Brown told Financial Standard about a young couple concerned about ...

Premium Wealth adds QLD boutique practice

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Premium Wealth Management has added Queensland-based practice Total Solutions Group to its dealer group membership base. Total Solutions Group is the advice arm of Save on Tax accounting firm and was born to service the financial and lending needs of ...

HNW adviser starts real return investment association

LAURA MILLAN  |  MONDAY, 17 MAR 2014
Former Fitzpatricks Private Wealth general manager Philip Reid has set up the Association of Real Return Investment Advisers (ARRIA) as a forum where advisers can share strategies and meet fund managers. ARRIA held its first round table in Sydney in ...

AXA IM to expand outside of Europe

LAURA MILLAN  |  FRIDAY, 14 MAR 2014
AXA Investment Managers is seeking to expand its presence outside of Europe, with plans to strengthen its footprint in Asia, including Australia and Japan, and the Americas. AXA IM former head of consultant relations Tim Gardener will head up a new ...

AFA Foundation appoints AIA exec as new chair

LAURA MILLAN  |  THURSDAY, 13 MAR 2014
... Tower Australia state manager for Victoria and Tasmania. AFA chief executive announced Sciarrone's appointment at the AFA / Plan for Life Insurance Company of the Year Awards in Sydney last night.

Former NAB adviser launches non-aligned platform

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
Former NAB Private Wealth adviser Sarah Hackney has launched a new open architecture independent advice platform, called Full Circle Wealth Management. The new business, backed by former Ellerston Capital chief executive Glenn Poswell, is aimed primarily ...

CommInsure wins AFA/PFL Life Company of the Year

LAURA MILLAN  |  THURSDAY, 13 MAR 2014
... Company of the Year Platinum award, as well as the Investment Bond award. The Association of Financial Advisers (AFA) and Plan For Life (PFL) awarded insurance companies at the black-tie event held in Sydney last night. CommInsure acting executive general ...

BT arms planners with tablets to improve advice

HARRY PAGE  |  THURSDAY, 13 MAR 2014
BT Financial Group will release almost 1,000 tablets to bank financial planners and planner assistants working at Westpac, St.George, Bank of Melbourne and BankSA. The tablets will have a digital version of the group's 'Your World' tool which was designed ...

Onus on consumers to ask about commissions: Sinodinos

JAMES FERNYHOUGH  |  WEDNESDAY, 12 MAR 2014
Consumers must take responsibility for finding out whether their financial adviser has a conflict of interest, according to Assistant Treasurer Arthur Sinodinos. Defending the government's proposed amendments to the Future of Financial Advice (FoFA) ...

High risk investors lose appetite for risk

JAMES FERNYHOUGH  |  WEDNESDAY, 12 MAR 2014
... five were satisfied or very satisfied. However, three in five said they would not reallocate out of cash. Of those who do plan to reallocate their cash to other asset classes, one in three favoured direct Australian shares, while one in four favoured ...