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Showing 191 - 200 of 294 results for "Advice services"

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
... Financial Planning and the MOVO online investment advice portal, will all offer comprehensive "one-stop-shop" advice services which Findex chief executive Spiro Paule described as 'family office'. "In essence, the family office model is a holistic advisory ...

REST creates two new management roles

DARREN SNYDER  |  FRIDAY, 6 NOV 2015
... report to general manager strategic relations Ashley Boland, and will lead the provision and development of REST's advice services - aiming to achieve greater uptake of financial advice among members. Potts has been working as a consultant at REST since ...

Aged care concerns top Challenger advice list

DARREN SNYDER  |  FRIDAY, 30 OCT 2015
... and impact of the recently legislated Centrelink changes on age pension benefits. Challenger's general manager advice services John Carnevale said many clients are unaware that they don't have to sell the family home when moving into aged care. "A common ...

AZ NGA acquires $410m advice firm

ALEX BURKE  |  THURSDAY, 22 OCT 2015
... Wise Planners was established in November 2014 and has $410 million in assets under advice. It provides multiple advice services including investment and asset allocation, retirement planning and insurance. "We are thrilled to be able to announce our ...

Vision Super intra-fund advice soars

ALEX BURKE  |  TUESDAY, 29 SEP 2015
... for recommending products. More and more Vision Super members are choosing to put their trust in our financial advice services."

Rubinsztein leaves CBA, joins industry fund

LAURA MILLAN  |  MONDAY, 28 SEP 2015
... industry not only as a superannuation fund, but for its in-house funds management, administration and financial advice services. "I am very much looking forward to contributing to the continued growth and success of the organisation." Commenting on the ...

Industry funds challenged by lack of in-house advice

LAURA MILLAN  |  FRIDAY, 25 SEP 2015
Industry superannuation funds lack the strong in-house advice services that have been proven essential to retain members in their retirement phase. Research by Tria Investment Partners shows that there is a strong correlation between the scale of a ...

Accountants nearing SMSF exemption deadline

ALEX BURKE  |  MONDAY, 31 AUG 2015
... in February that accounting practices that will be the most successful "are those that are building leveraged advice services by separating strategic and operational advisory and support services. "It is these new leveraged advice services which will ...

PROFILE: AvSuper chief executive Michelle Wade

DARREN SNYDER  |  MONDAY, 31 AUG 2015
... makes it easier to provide a high level of customer service, and in our case that mainly relates to financial advice services," Wade says. "But you're able to work with them to look at their whole picture and understand all of their circumstances. For ...

Industry fund advice on the rise

ALEX BURKE  |  MONDAY, 10 AUG 2015
Advice services in the not-for-profit super fund sector are expected to grow by 43% over the next four years, research by Industry Super Australia (ISA) and the Australian Institute of Superannuation Trustees (AIST) suggests. Based on a survey of 19 ...