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Showing 9921 - 9930 of 18276 results for "Plan"

SFG pursues mergers on WHK suspension

ALICE URIBE  |  WEDNESDAY, 8 MAY 2013
Financial advice firm SFG Australia (SFGA) is actively pursuing mergers with other accountancy firms, after making the decision to withdraw its proposal with WHK (WHK) Group yesterday. SFGA managing director Tony Fenning told Financial Standard that ...

ASIC warns planners, be careful who you hire

JAMES FERNYHOUGH  |  TUESDAY, 7 MAY 2013
The Australian Securities and Investment Commission (ASIC) has warned financial services licensees to be cautious when hiring new advisers. The warning follows a string of actions against licensees for failing to comply with their Australian financial ...

AMP announces national awards recipients

JAMES FERNYHOUGH  |  TUESDAY, 7 MAY 2013
AMP's Charter Financial Planning has announced the recipients of two awards, the Gerald Lippman Perpetual Trophy and the National Value of Advice Award. The winners were chosen from the company's network of 343 financial planning practices across Australia. ...

BT eyes accountants with new platform

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
BT Financial Group is preparing to address trends in the financial services industry with the launch of the NextGen platform, which eyes both accountants and self-managed super funds (SMSF). The new platform is aimed at supporting an accountant-adviser ...

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH  |  TUESDAY, 7 MAY 2013
Colonial First State (CFS) has announced a range of enhancements to its FirstChoice and FirstWrap platforms to improve adviser efficiency and expand its offering to clients. A new online dashboard for FirstWrap will offer greater visibility of client ...

Industry pays tribute to Paul Riegelhuth

JAMES FERNYHOUGH  |  MONDAY, 6 MAY 2013
Paul Riegelhuth, founder and director of financial services provider Synchron, has died following an accident at his Melbourne home. Fellow Directors at Synchron, Don Trapnell and John Prossor, expressed their sorrow at the news. "We have lost not only ...

Mortgage Choice teams up with Allianz to provide insurance

LAURA MILLAN  |  MONDAY, 6 MAY 2013
Mortgage Choice has partnered with Allianz as part of its transition towards becoming a broader financial services business and will provide general insurance. Mortgage Choice goal is to broaden its customer proposition by providing financial services ...

Planners race to plug gap in aged care advice

LAURA MILLAN  |  MONDAY, 6 MAY 2013
... alternative to insurance bonds or term deposits. Challenger holds about 95% of all lifetime annuities of the market, according to Plan for Life data, and it saw its annuities product line increase sales by 55% to $1.98 billion last year. Challenger chief ...

NFP directors not engaged in fundraising

MARK SMITH  |  FRIDAY, 3 MAY 2013
... Queensland University of Technology, found that while 63% of organisations had a fundraising policy, 83% had a fundraising plan and 87% had a fundraising budget; only 13% had a board fundraising policy. The study, Who's asking for what? Fundraising and ...

BT Financial boosts Westpac result

MARK SMITH  |  FRIDAY, 3 MAY 2013
BT Financial Group's solid contribution has helped Westpac record a 10% rise in increase in cash earnings for the half-year. In an announcement on the Australian Securities Exchange (ASX) the bank said the wealth arm had benefited from strong flows ...