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Showing 1831 - 1840 of 4389 results for "financial Advice"

Dealer group strengthens executive lineup

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
A financial advice dealer group has appointed two new group executives to its leadership team. Centrepoint Alliance has appointed a new group executive of advice, and group executive of advice services and solutions. Paul Cullen has been named the group's ...

The case for tax deductible advice

JAMIE WILLIAMSON  |  MONDAY, 3 JUN 2019
... increased education standards and the Royal Commission. XY Adviser, along with its 3200 members, is arguing that as financial advice moves closer to professionalising, it should be treated as such and upfront advice fees should receive tax-deductible ...

Former Gold Coast adviser banned

HARRISON WORLEY  |  MONDAY, 3 JUN 2019
... investment properties through SMSFs he would help establish. In doing so, Renneberg failed to provide appropriate financial advice or act in the best interests of clients, ASIC said. "He has advised some clients to set up SMSFs with limited recourse ...

Financial tech firm refocuses strategy

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 MAY 2019
... Intiger and its clients - many of whom have had to significantly review and reassess their processes in providing financial advice.

Government to revisit retirement incomes

KARREN VERGARA  |  MONDAY, 27 MAY 2019
... costs and detailed design of the Retirement Income Covenant - including the roles of information, guidance and financial advice - and only introduce the Covenant if design imperfections can be sufficiently remediated, the Commission recommended. It should ...

Super stability not guaranteed: Rice Warner

HARRISON WORLEY  |  FRIDAY, 24 MAY 2019
... pointed out intending retirees are faced with complex issues which often call for specific help in the form of financial advice. "One of the areas needing immediate attention is support for people approaching retirement," the firm said. "Engagement and ...

Clients demand multiple advisers: Report

KARREN VERGARA  |  THURSDAY, 23 MAY 2019
... expectations, wealth managers need to take a step back to evaluate their offerings and redefine how they provide financial advice in a way that better addresses clients' needs and expectations," EY said. The research forecasts the use of independent ...

Financial advice valued beyond returns

KARREN VERGARA  |  TUESDAY, 21 MAY 2019
... about their financial security and quality of life, latest research shows. Australian Unity's bi-annual LifePlan Financial Advice Satisfaction Index, compiled with the help of the University of Adelaide, found advised investors felt 15% more financially ...

ANZ changes advice model, cuts Prime Access

JAMIE WILLIAMSON  |  FRIDAY, 17 MAY 2019
The big four bank announced it will change the way it provides ongoing financial advice to customers via ANZ Financial Planning. As of today, the Prime Access financial advice service will no longer be offered to new customers and will be phased out ...

Financial advisers weigh in on factor investing

KARREN VERGARA  |  THURSDAY, 16 MAY 2019
... client who has ever asked me to include factor investing in their portfolio," she said. What is happening in the financial advice space now, Badenach said, is that advice businesses are increasingly forming relationships with asset consultants to help ...