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Showing 211 - 220 of 401 results for "Advice for"

Industry fund stepping up advice offering

JAMIE WILLIAMSON  |  TUESDAY, 12 DEC 2017
... important for LUCRF Super. Having our own Australian Financial Services Licence (AFSL) means we can provide the best advice for members and customise it based on their needs," Thow said. Thow said LUCRF Super will be engaging with vendors to seek their ...

Impact Investment Group names new CEO

KARREN VERGARA  |  MONDAY, 13 NOV 2017
... chief executive of JBWere and served in a variety of executive roles, namely as chief operating officer and head of advice for New South Wales. Between 2003 and 2009 he worked at Goldman Sachs JBWere in investment services and advisory, and tax. He spent ...

BEAR has 'teeth': Treasurer

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... Morrison said he is putting an end to the current system that allows some advisers to become qualified in providing advice for retail customers after only four days of training. The necessary guard rails are being put in place to raise the professional ...

Soft skills the new pages in adviser playbook

DARREN SNYDER  |  WEDNESDAY, 11 OCT 2017
... deliberately focused on the soft skills financial advisers need in their tool kits as Australians become more dependent on advice for financial wellness. Speaking at a media briefing prior to the conference beginning yesterday afternoon, Kewin said advisers ...

Regulatory costs unsustainable: FPA

KARREN VERGARA  |  THURSDAY, 28 SEP 2017
... explain suitable options for each client. "Competition is essential to drive improvements in the quality and value of advice for consumers. These positive consumer outcomes can only be delivered by addressing the problems that impact financial planners' ...

Advisers can scale via workplace super clients

KARREN VERGARA  |  WEDNESDAY, 27 SEP 2017
... advice, insurance, mortgage broking or something else altogether. The companies an adviser provides workplace super advice for could potentially scale - this can lead to increased revenue and referral opportunities, the report said. Extending the provision ...

Rising Star highlights young women in advice

JAMIE WILLIAMSON  |  FRIDAY, 8 SEP 2017
... The accolade - which is presented in partnership with ANZ Wealth - recognises those who have been providing financial advice for less than four years and have made significant contributions to the industry in that time. Following on from Erin Truscott's ...

AMP and Challenger ink annuities deal

ALEX BURKE  |  TUESDAY, 5 SEP 2017
... income to ensure retirees meet their needs through their entire retirement. They support AMP's approach to goals-based advice for Australia's retirees," Howes said. AMP said the rates and features of the Challenger products it now administers are the ...

Lapsed adviser registrations could spell trouble: TPB

JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... (financial) advisers with upcoming renewal dates to ensure they do so on time. Any entity that provides tax (financial) advice for a fee or other reward, advertises the provision of such services or claims to be a registered tax (financial) adviser when ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... at the same time ensuring business efficiency, personalisation and advice quality. Prime allows advisers to provide advice for a specific need or multiple topics in significantly less time," Vigilante said.