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Showing 201 - 210 of 294 results for "Advice services"

Advice firm pays penalty for misleading claims

MARK SMITH  |  TUESDAY, 21 JUL 2015
... Peter Kell said. A statement from ASIC added that as the use of social media for promoting financial products and advice services increases, it is important that financial consumers are not misled or misinformed. "ASIC encourages financial services providers ...

Decimal and P&N announce advice partnership

ALEX BURKE  |  TUESDAY, 7 JUL 2015
... software provider Decimal and Western Australian mutual bank P&N have entered into a partnership to provide online advice services to customers. This is Decimal's first partnership with a mutual bank and forms part of P&N's strategy to broaden its financial ...

Shaw hires and restructures as holistic advice firm

ALEX BURKE  |  MONDAY, 6 JUL 2015
... rebranded as Shaw and Partners (Shaw) and hired a Macquarie executive as part of its strategy to offer holistic advice services. Shaw will provide a combination of independent financial planning, estate planning, insurance and philanthropic services. ...

Challenger appoints technical services head

ALEX BURKE  |  FRIDAY, 3 JUL 2015
... and has also held technical positions at ANZ Wealth and ING. At Challenger, he will report to general manager, advice services John Carnevale. Carnevale said that Lowe will "lead Challenger's technical services function as we support growing interest ...

ANZ SMSF head moves to Zurich

DARREN SNYDER  |  TUESDAY, 23 JUN 2015
... at ANZ, Seales worked in senior management roles at National Australia Bank (NAB), including general manager of advice services where she oversaw a large team of wealth specialists. Zurich Insurance Group (Zurich) provides a wide range of general insurance ...

Infocus looking to expand advice services

DARREN SNYDER  |  FRIDAY, 29 MAY 2015
... Management says it is in discussion with organisations and employer groups to further its outsourced financial advice services nationally. The announcement comes on top of Infocus now providing its financial advice services to industry funds TWUSUPER ...

Market Wrap AM

AAP  |  TUESDAY, 21 APR 2015
... National Australia Bank and Commonwealth Bank are due to appear before Senate committee inquiry into financial advice services. Rio Tinto and Oil Search are slated to post first quarter production reports. Leighton Holdings holds its annual general meeting ...

Infocus to provide advice to First Super members

LAURA MILLAN  |  MONDAY, 13 APR 2015
Industry Fund Services (IFS) and dealer group Infocus Wealth Management will provide full financial advice services to First Super members. Under the arrangement, Infocus' financial advisers based in Adelaide will travel to locations around South Australia ...

Marketing key to $480bn post-retirement opportunity

MARK SMITH  |  WEDNESDAY, 18 MAR 2015
... Financial advice is also seen as an attractive feature, with two in five (42.3%) saying the offer of financial advice services would encourage them to remain with their fund. Although awareness that super funds offer advice is up from 59.6% in 2014 to ...

Accountants threatened by regulation, falling profits, succession

ALEX BURKE  |  TUESDAY, 17 FEB 2015
... increasingly concerned about declining fee growth rates, succession planning gaps and their capacity to provide advice services, according to the Bstar 2015 Accountants Research Report. Succession planning is the most immediate issue, with 69% of the ...