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Showing 2191 - 2200 of 5379 results for "Association"

Aligned advisers return to UK

MARK SMITH  |  WEDNESDAY, 3 AUG 2016
... 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. ...

SMSF advisers face demanding year

MARK SMITH  |  TUESDAY, 2 AUG 2016
... 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. ...

Greater financial literacy key to improved adviser reputation

KERRIE SYDEE  |  MONDAY, 1 AUG 2016
... 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 ...

Half of SMSFs set for super change slug

MARK SMITH  |  FRIDAY, 29 JUL 2016
... 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 ...

Economic wrap

ALEX DUNNIN  |  THURSDAY, 28 JUL 2016
... 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 ...

Walsh Bay Partners hires investment associate from First State Super

ALEX BURKE  |  WEDNESDAY, 27 JUL 2016
... 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 ...

Micro-investment app hits 100,000 users in Australia

ALEX BURKE  |  MONDAY, 25 JUL 2016
... 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 ...

Independent body will make new standards simpler: FPA

KERRIE SYDEE  |  FRIDAY, 22 JUL 2016
... 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 ...

Focus on older men will kill financial planning

ALEX BURKE  |  FRIDAY, 22 JUL 2016
... 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 ...

Super gets reality check on engagement

DARREN SNYDER  |  FRIDAY, 22 JUL 2016
... 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 ...