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Showing 61 - 70 of 88 results for "Advice 4 U"

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 ...

Count eyes accounting firms

LAURA MILLAN  |  TUESDAY, 30 APR 2013
Count Financial (Count) sees great opportunity for accountants to provide financial advice, and is training 11 accounting firms to become autorised representatives of Count. On July 1, 2013, accountants will be able to provide advice under new conditional ...

Guardian Advice unveils mentoring and equity partnership program

LAURA MILLAN  |  THURSDAY, 28 FEB 2013
Boutique advice network Guardian Advice seeks to attract young advisers and help them start their professional career through a mentoring program and an equity partnership that will be announced within the next eight weeks. Guardian advisers' average ...

Accountants to deliver advice under new regime

LINDA HAUSKEN  |  MONDAY, 15 OCT 2012
Approximately 75% of accountants who took part in an MLC survey plans to deliver advice to their clients under the new proposed licensing regime. Out of the 200 accountants MLC surveyed at its Accountant Seminar Series last week, 67% would like to deliver ...

CPA responds to advice exemption

MELANIE TIMBRELL  |  TUESDAY, 1 MAY 2012
CPA Australia has called on the government to extend an exemption for accountants in line with that granted to financial advisers yesterday. The decision, announced by Assistant Treasurer David Bradbury, extends financial advisers' current exemption ...

FOFA provisions will go ahead: PJC

ELISE BURGESS  |  THURSDAY, 1 MAR 2012
The date is set for FOFA to start on July 1 this year with the Parliamentary Joint Committee releasing its report, complete with 15 new recommendations. In its 220-page report, the Parliamentary Joint Committee (PJC) noted that despite industry calls ...

PJC hears FOFA lost in translation

MELANIE TIMBRELL  |  MONDAY, 23 JAN 2012
FOFA has lost its way, according to the AFA presentation to the Parliamentary Joint Committee on Corporations and Financial Services currently underway at NSW Parliament House in Sydney. Drawing a comparison with recent price wars between the major ...

AMP: Women putting advice on hold

RACHEL DAVIS  |  FRIDAY, 9 DEC 2011
The latest AMP Planner Protection Poll has found that 41.8% of financial planners polled believe the primary barrier to women seeking advice is the emphasis placed on their partner or spouse's finances. A further 14.8% of planners cited low awareness ...

Accountants partner up with AXA and MLC to offer financial advice

CLAIRE MCGREAL  |  MONDAY, 14 NOV 2011
Accountants are partnering up with AXA and MLC to provide the Institute of Public Accountants' 6,300 public practice members with a financial services package. The move comes in response to planned FOFA reforms, which will remove accountants' exemption ...

DKN and Lonsdale heads leave and form BT advice unit

ELISE BURGESS  |  MONDAY, 7 NOV 2011
Just three weeks after leaving DKN, former chief executive Phil Butterworth, will head up a new BT advice unit along with three executives from the newly-acquired firm, including Butterworth's replacement, Mario Modica. In an email to fund managers ...