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Showing 981 - 990 of 2303 results for "Financial Planner"

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 ...

Industry funds ask for specialised SMSF adviser training

LAURA MILLAN  |  THURSDAY, 3 OCT 2013
Industry superannuation funds associations are asking financial planners who provide self-managed superannuation fund (SMSF) advice to undertake a different and more specialised training than those who advice on funds regulated by the Australian Prudential ...

Wealth Within targets SMSFs with new platform

ALICE URIBE  |  WEDNESDAY, 2 OCT 2013
Financial services firm Wealth Within has inked deals with a number of big-name dealer groups and is looking to target accountants as it goes to market with its first platform offering. Wealth Within executive director Lea Zerbes said that a number ...

BT launches women adviser network group

LAURA MILLAN  |  TUESDAY, 1 OCT 2013
BT Financial has launched Stella Network, an initiative to support women advisers and to encourage more women to pursue a financial planning career. The Stella Network will hold its first networking event tonight and it also intends to support workshops ...

AFA unveils Female Excellence in Advice Finalists

LAURA MILLAN  |  FRIDAY, 27 SEP 2013
The Association of Financial Advisers (AFA) and TAL have unveiled the names of the finalists in the 2013 AFA Female Excellence in Advice Award, which recognises female financial advisers who are making a significant contribution to their profession ...

FPA reveals winners of Best Practice Awards

LAURA MILLAN  |  MONDAY, 23 SEP 2013
... and young financial planners. Mark Milner has been awarded both the Queensland and the National FPA Associate Financial Planner (AFP) Best Practice Award. Jeremy Gillman-Wells has been awarded both the Australian Capital Territory and National Future2 ...

AFA Adviser of the Year Finalists revealed

ALICE URIBE  |  WEDNESDAY, 18 SEP 2013
The six finalists for the 11th annual Association of Financial Advisers (AFA) Adviser of the Year Award have been announced ahead of the October AFA conference. The Awards recognises leadership, advocacy and innovation in the financial services industry ...

UBS Australasia head steps down

MARK SMITH  |  MONDAY, 16 SEP 2013
Head of UBS Global Asset Management for Australasia Ben Heap has stepped down from his position after three years. Former UBS head of wholesale for Australasia Bryce Doherty has been appointed as his replacement. Heap oversaw the acquisition and integration ...

Insurance becomes concentrated, advisers reduce relationships

LAURA MILLAN  |  THURSDAY, 12 SEP 2013
Insurer relations with advisers are changing rapidly, with financial planners reducing the number of insurance providers and focusing on their most-used insurer for the premiums they write. A total of 56% of advisers have either stopped or reduced the ...

Accounting and advice practices likely to increase mergers

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
Recent regulatory changes that allow accountants to provide financial advice under a limited licence are likely to increase the appetite for mergers and acquisitions between accounting and advice practices. "The accounting industry's foray into the ...