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Showing 1 - 10 of 34 results for "Advice program"

Westpac profit jumps 138%

KARREN VERGARA  |  MONDAY, 1 NOV 2021
Westpac reported a whopping 138% jump in statutory profit to $5.5 billion in its full-year September 2021 results. The bank attributed the earnings jump to a combination of turning around impairment charges and growing its mortgages, institutional and ...

AMP appoints advice transformation manager

ELIZABETH MCARTHUR  |  TUESDAY, 8 DEC 2020
... announced a key appointment in the transformation of its financial advice business. Jill Hopkins has been appointed advice program transformation manager. "Jill has extensive knowledge of the financial advice industry and is playing a key role is on ...

Pro-bono advice program for bushfire affected launches

ELIZABETH MCARTHUR  |  THURSDAY, 6 FEB 2020
... a part of the Financial Planning Association of Australia and Association of Financial Advisers joint pro-bono advice program. The Financial Planning Bushfire Pro-Bono Program is open and ready as of today. It's a collaborative response from the FPA ...

Above and beyond: Planner excellence recognised

JAMIE WILLIAMSON  |  THURSDAY, 28 NOV 2019
... such as when they have complex family needs. He is an active participant in the FPA's Cancer Council Pro Bono Advice program and a range of other charities." Dunbar also regularly contributes to thought leadership programs by writing financial education ...

Collaboration needed for AI and machine advice programs

OSKAH DUNNIN  |  TUESDAY, 15 JAN 2019
More collaboration is needed to ensure the effectiveness of artificial intelligence and machine-based programs across the financial services industry, according to Kaplan Professional and Red Marker. In December 2018, multiple industry associations ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
More than 3000 Cbus members have been paired with a Certified Financial Planner under an advice program run in conjunction with the Financial Planning Association. The industry superannuation fund is further encouraging its members to embrace financial ...

Improved distribution strengthens ClearView result

DARREN SNYDER  |  FRIDAY, 25 AUG 2017
... LifeSolutions. ClearView said during FY17 the advice business started the development and implementation of a "Strategic Advice Program" designed to assist aligned advisers better meet clients' changing needs and increasing regulatory obligations "while ...

Fortnum names two key hires

DARREN SNYDER  |  MONDAY, 24 APR 2017
... Wealth managing director Joel Taylor, and will be responsible for enhancing the delivery of Fortnum's professional advice program to the group's national network. Taylor said Thomas has the right blend of skills, expertise and values, and is the right ...

Digital advice an economic problem

DARREN SNYDER  |  TUESDAY, 30 AUG 2016
An industry consultant believes superannuation funds banking on superior technology solutions or digital advice programs to deliver a competitive advantage should rethink their strategy. Adviser Network chief executive Duncan McPherson said super funds ...

Arthur's back. Wait, no he's not

COLIN BRINSDEN, AAP ECONOMICS CORRESPONDENT  |  FRIDAY, 24 OCT 2014
... savings of 1100 clients. Senator Cormann said there had been several inquiries into these events and CBA's 'open advice program' and other initiatives should be given the opportunity to work. Bowen said the government is more than happy to call royal ...
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