Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1281 - 1290 of 1729 results for "Provisio"

Retail advice industry needs new models

MELANIE TIMBRELL  |  WEDNESDAY, 1 FEB 2012
... to profitably service C&D clients in a fee-for-service environment if they are to remain competitive, said director of Provisio Technologies, Cameron O'Sullivan. "Advisers are going to need one of two things - a system that allows them to deal with simple ...

Fiducian acquisition expands planning business

CLAIRE MCGREAL  |  MONDAY, 30 JAN 2012
Fiducian Financial Services has bought the retail financial planning arm of Victorian state owned business State Trustees, as part of plans to expand its adviser presence in Australia. Owned by Fiducian Portfolio Services, which is listed on the Australian ...

FOFA 'unclear' on legal position of advisers

MELANIE TIMBRELL  |  FRIDAY, 27 JAN 2012
Advisers will need to have a clear understanding of the perimeters of client contracts under FOFA, said one expert in response to concerns from industry bodies that opt-in could expose advisers to litigious action from clients who failed to return paperwork. ...

ETF services expanded with cloud

MELANIE TIMBRELL  |  WEDNESDAY, 25 JAN 2012
Cloud technology is now driving full automation of the Exchange Traded Fund (ETF) lifecycle, with one global investment servicing firm introducing a solution for development of new ETF products. State Street's new TotalETF product offers integration ...

Annual fee collation too complex: FPA to PJC

MELANIE TIMBRELL  |  TUESDAY, 24 JAN 2012
Chair of the Parliamentary Joint Committee on Corporations and Financial Services Bernie Ripoll has grilled the Financial Planning Association over claims the proposed annual Fee Disclosure Statement (FDS) as part of FOFA is unnecessary. Speaking at ...

ASIC releases FOFA guidance plan

ELISE BURGESS  |  TUESDAY, 13 DEC 2011
ASIC will release regulatory guidance on best interest duty, scaled advice, conflicted remuneration and ASIC powers before July 1 2012, the regulator said today. The Australian Securities and Investments Commission (ASIC) has released its regulatory ...

Govt releases intra-fund advice rules

ELISE BURGESS  |  THURSDAY, 8 DEC 2011
Assistant Treasurer Bill Shorten has released details of the new superannuation trustee requirements around the delivery of intra-fund advice, today revealing certain advice areas excluded from the service. While intra-fund advice will cover any general ...

AFS acquires QLD planning practice

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
Australian Financial Services Group has added a new independent planning practice to its ranks, acquiring QLD-based practice Alps Network to expand the Group's presence in Queensland. Already integrated into the Australian Financial Services Group Limited ...

Merger and new CEO for FMD

ELISE BURGESS  |  WEDNESDAY, 7 DEC 2011
Two FMD Group independent planning practices are set to merge with news that FMD Financial and Reynolds Williams and Associates will merge on December 1. Former Perpetual Private Wealth executive, Lee Wapling, will head up the firm. The FMD Group has ...

ASIC achieves settlement for Westpoint investors

CLAIRE MCGREAL  |  MONDAY, 5 DEC 2011
A group of investors in the failed Westpoint Group stand to receive over $1.39 million in compensation in a settlement reached by ASIC against Queensland firm Strategic Joint Partners. ASIC started proceedings against Strategic Joint Partners (SJP) ...