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| | | ... are aiming to meet those customer requirements." With obvious parallels to the situation here in Australia, the UK's Association of Professional Financial Advisers (APFA) added that providers have struggled with the line between guidance and advice. ... |
| | | | ... clients as the Government seeks to implement its 2016-17 Budget superannuation measures. That was the message from SMSF Association head of policy Jordan George in his address to delegates at the association's twelfth annual technical conference in Sydney. ... |
| | | | ... relative, friend or colleague, compared to 11.4% from an adviser, 4% from an institution and 3.1% from a professional association. "In this context, the research is telling us that the best and most effective people to promote financial advice are existing ... |
| | | | ... it from superannuation altogether. That's according to modelling by actuaries Accurium in partnership with the SMSF Association. In a case study of a hypothetical 65 year old single male with an SMSF balance of $2.5 million and assets outside of super ... |
| | | | ... year-on-year. This is 4,618 tonnes higher than the previous record in 2006-07, according to the Meat and Livestock Association. The MLA said dry conditions across most of the eastern states resulted in significant stock turnoff - to processors, live ... |
| | | | ... that, he was a research manager at Brookvine, a research analyst at the Australian Venture Capital and Private Equity Association and an analyst at Credit Suisse. Walsh Bay Partners is a holistic advice firm targeted at high net worth clients and family ... |
| | | | ... balances under $5,000 and 0.275% p.a. for balances over). In May, Acorns also entered into a partnership with the Association of Independently Owned Financial Professionals to create a similar app for superannuation contributions. It operates on the ... |
| | | | ... will make the professional standards transition clearer and easier to comply with, according the Financial Planning Association (FPA) chief executive Dante De Gori. Speaking at the Sydney FPA roadshow, De Gori highlighted that unlike ASIC, in its current ... |
| | | | ... reality is you need diversity across the board, in your clients and your staff." Fellow panelist and Financial Planning Association chief executive Dante De Gori also emphasised the need for diversity, noting that currently, the FPA's Certified Financial ... |
| | | | ... member perceptions about the industry ahead of research to be released by the consumer advocacy group. Speaking at an Association of Superannuation Funds of Australia (ASFA) event in Sydney on Tuesday, Kirkland said there are basic misunderstandings ... |
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