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Showing 9461 - 9470 of 18276 results for "Plan"

BT to double time advisers spend with clients

LAURA MILLAN  |  THURSDAY, 10 OCT 2013
BT Financial Group is implementing an Advice Transformation program that aims to double the time advisers spend in meetings with their clients. BT head of Practice Management Wes Hall told Financial Standard that the program "will help advisers connect ...

Asset manager growth ambitions slowed by regulation

MARK SMITH  |  THURSDAY, 10 OCT 2013
Australian asset managers say their growth ambitions are being hindered by regulatory constraints and the burden of updating systems and process, according to a survey of 200 Asia Pacific managers commissioned by State Street. In a bid to improve transparency ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
Midwinter has updated its AdviceOS software to enable clients to access a customised portal with different content, calculators, themes and graphics. The software provider presented the updates to its cloud-based software at a roadshow in Sydney. AdviceOS ...

Guardian Advice benefits from planner "flight to security"

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... Andrew Hammelmann state manager for Queensland to tackle Guardian's growth there. He will be developing the group's expansion plan in Queensland and focusing on attracting new advice practices as well as coaching and supervising authorised representatives. ...

Market Wrap AM

AAP  |  WEDNESDAY, 9 OCT 2013
The Australian market looks set to open lower following falls on international markets as the US budget standoff enters its eighth day with no end in sight, stoking worries of a catastrophic default. At 0800 AEDT on Wednesday, the December share price ...

Centrepoint optimistic after completing AAP acquisition

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
After a tough year for independent dealer group Professional Investment Services (PIS), parent company Centrepoint is confident that the full acquisition of Associated Advisory Practices (AAP) will improve the group's performance. AAP and Associated ...

Advisers to get social media insight at AFA Conference

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
Financial planners at the Association of Financial Advice (AFA) Conference will receive a unique insight on social media through Twitter co-founder Dom Sagolla. Sagolla will be the main platform speaker at this year's AFA Conference, which will be held ...

ISA asks for scaled, affordable advice

LAURA MILLAN  |  FRIDAY, 4 OCT 2013
Industry Super Australia (ISA) has asked the Government to encourage scaled advice within the industry superannuation funds. In a document outlining the organisation's policy priorities for the period from 2013 to 2016, ISA stated that "financial advice ...

Chambers enters into administration, loses AFSL

LAURA MILLAN  |  FRIDAY, 4 OCT 2013
Chambers Investment Planners entered into voluntary administration and had its Australian financial services licence (AFSL) cancelled by the Australian Securities and Investments Commission (ASIC). ASIC also cancelled the Australian credit licence of ...

Impasse ends when Wall Street says stop

BENJAMIN ONG  |  FRIDAY, 4 OCT 2013