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Showing 2041 - 2050 of 4389 results for "financial Advice"

Super funds call for grandfathering ban

KARREN VERGARA  |  THURSDAY, 27 SEP 2018
... transfer from trailing commissions to upfront fee for service and ongoing opt-in arrangements in relation to financial advice. Importantly, they will also facilitate superannuation businesses transferring members to more modern products, in their best ...

Financial planning needs more women: FPA

HARRISON WORLEY  |  MONDAY, 24 SEP 2018
... trustworthy, knowledgeable, and having strong emotional intelligence (EQ), according to the Attitudes Towards Women in Financial Advice 2017 report," De Gori said. "In fact, female advisers are associated strongly with EQ qualities and are perceived ...

AFCA membership deadline arrives

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... improve customer service, along with her efforts in promoting professional standards and business ethics in the financial advice industry. We look forward to June's contributions in the new role."

CFSGAM chief executive departs

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
... CFSGAM board. Soon after, CBA announced plans to demerge CFSGAM alongside Colonial First State, its third-party financial advice businesses and its mortgage broking business. This process is expected to be complete in 2019 with the businesses to be collectively ...

Sargon Capital acquires Decimal

JAMIE WILLIAMSON  |  FRIDAY, 21 SEP 2018
In its second major acquisition this month, Sargon Capital will acquire 100% of financial advice technology provider Decimal. Under a court-approved scheme of arrangement, Sargon will purchase 100% of Decimal's issued shares for 1.41 cents per share ...

Easton buys SMSF service provider

KANIKA SOOD  |  THURSDAY, 20 SEP 2018
... Investments managing director Greg Hayes said the acquisition comes as the company sees more accountants entering financial advice. "FASEA's January 1 changes to education standards probably don't have the same amount of pressure for accounting practices ...

Chartered accountants largely FASEA compliant

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... and Ethics Authority should recognise the qualifications of chartered accountants in order to keep them in the financial advice industry. That is the view of Chartered Accountants Australia and New Zealand, saying the advice industry's new standards ...

AFA launches consumer advice expo

JAMIE WILLIAMSON  |  THURSDAY, 20 SEP 2018
... Financial Advisers is partnering with a notable media personality for a free consumer event promoting the value of financial advice. The association is working with Pinstripe Media to launch the inaugural Your Money and Your Life Expo. Television personality ...

Advisers granted stat dec authorisation

JAMIE WILLIAMSON  |  WEDNESDAY, 19 SEP 2018
... Statutory Declarations Regulations 2018 legislation. The amendments take effect from 18 September 2018, providing financial advice clients with a cost-effective and efficient means of having important documents verified. Financial Planning Association ...

Choice members worse off in retirement: Research

KARREN VERGARA  |  TUESDAY, 18 SEP 2018
... many people who choose their super fund end up in poor performing bank-owned super funds because of conflicted financial advice." Rainmaker's latest Benchmarking report shows members paid a total of $32 billion in super fees in the 12 months to 30 ...