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Showing 141 - 150 of 294 results for "Advice services"

Nationwide Super joins Russell alliance, cuts fees

KANIKA SOOD  |  WEDNESDAY, 28 MAR 2018
... 35,000 members, Nationwide will leverage the alliance to expand its member services. This will include additional advice services, expanded education and communications. The super fund will also get access to technology tools aimed at improving engagement. ...

Industry fund introduces chief customer role

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... employer relationships] Jack McCartney's leadership, we remain committed to providing a broad suite of high quality advice services to our members," he said. In February, UniSuper said demand for its scaled advice offering had grown 20% year on year ...

ASIC hits former Westpac, NAB, YBR adviser with permanent ban

ALEX BURKE  |  MONDAY, 5 MAR 2018
... line with Report 499 on fees for no service, ASIC will also be taking action on those failing to deliver ongoing advice services to financial advice customers paying for such services. The watchdog outlined that instances in which licensees claiming ...

ASIC to target non-compliant advisers and AFSLs

JAMIE WILLIAMSON  |  THURSDAY, 1 MAR 2018
... line with Report 499 on fees for no service, ASIC will also be taking action on those failing to deliver ongoing advice services to financial advice customers paying for such services. The watchdog outlined that instances in which licensees claiming ...

Tax adviser registrations swell

JAMIE WILLIAMSON  |  THURSDAY, 22 FEB 2018
... notified to register when they did not need to, for example, or they did not actually provide tax (financial) advice services," Tax Practitioners Board chair Ian Taylor said. Taylor added the 6400 tax (financial) advisers' still awaiting renewal decisions ...

LIF reforms to drive specialised advice industry

ALEX BURKE  |  WEDNESDAY, 14 FEB 2018
... service firms." As an example, Handley cited how Bombora adopted a "quality over quantity" model for its risk advice services, which involved Bombora practice MBS Insurance forming joint venture partnerships with Pitcher Partners, Honan Insurance Group ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... retirement Greg Harper saying it is now more important than ever for superannuation funds to offer personalised member advice services. "Whether it's advice to get finances under control and manage mortgage or credit card debt right through to replacing ...

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
... can lead to increased revenue and referral opportunities, the report said. Extending the provision of financial advice services to employer clients and their staff will also strengthen the adviser-client relationship. Furthermore, the report noted quality ...

Centrepoint expands virtual offering

JAMIE WILLIAMSON  |  FRIDAY, 15 SEP 2017
... newsletters and FAQs, as well as educating advisers on the latest changes in the industry. Centrepoint's head of advice services, Jeff Everett, said the range of support services is designed to make it easier, more affordable and more efficient for advisers ...

Lapsed adviser registrations could spell trouble: TPB

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... to renew their registration with the Tax Practitioners Board in July failed to do so, potentially providing tax advice services illegally. Of the 2748 advisers registered to provide such advice, 27% failed to submit a renewal application by the expiry ...