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Showing 2301 - 2310 of 4389 results for "financial Advice"

2018 Financial Standard Investment Leadership Awards

JOHN DYALL  |  FRIDAY, 22 DEC 2017
... but complement them. Rainmaker's investment analysis is channel agnostic. Unit trusts - that mainstay of the financial advice industry - are today competing on an equal footing against the increasing number of exchanged traded products out there. These ...

FS has you covered in 2017

DARREN SNYDER  |  FRIDAY, 22 DEC 2017
... Advisers' 2017 National Adviser Conference centred on adaptive change and brought together Australia's leading financial advice practitioners to discuss advancing the industry well beyond its professional status. More than 650 delegates filled RACV Royal ...

PeakSuper eyes expansion

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
... research from Investment Trends and Vanguard Australia, the number of self-managed superannuation funds with unmet financial advice needs is at record highs, and yet this is not translating into significantly greater use of financial planners, with trustees ...

Power to join Colonial First State

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
... management and strategic direction of the Asgard, BT Wrap and Panorama platforms. In October, BTFG consolidated its financial advice and private wealth divisions, removing the general manager of advice role.

ASIC takes further action against MyPlanner

JAMIE WILLIAMSON  |  WEDNESDAY, 20 DEC 2017
... found that MyPlanner had failed to adequately supervise its representatives, leading to the provision of poor financial advice. Surveillance revealed some MyPlanner advisers did not make adequate inquiries into clients' circumstances or complete sufficient ...

Career progression positive for women advisers

KARREN VERGARA  |  TUESDAY, 19 DEC 2017
New research shows more women are considering a career in financial advice and have a positive outlook on the future of the industry. A joint study conducted by BT Financial Group (BTFG) and the Financial Services Council (FSC), which canvassed 800 ...

Fee-for-service faces ultimate risk test

DARREN SNYDER  |  TUESDAY, 19 DEC 2017
... on 1 January 2018 will be the strongest test of fee-for-service risk advice, a model seen as imperative to the financial advice industry's future. Industry experts say the critical component to make fee-for-service risk advice profitable is how much ...

BTFG head of platforms to depart

JAMIE WILLIAMSON  |  TUESDAY, 19 DEC 2017
... the head of platforms role, Power held various product roles with BT and MLC. In October, BTFG consolidated its financial advice and private wealth divisions, removing the general manager of advice role. BTFG's existing client-facing advice and private ...

Big 4, AMP fork out massive compensation bill

KARREN VERGARA  |  MONDAY, 18 DEC 2017
... determine if additional instances of fees charged without advice provided are identified. ASIC released its 499 Financial advice: fees for no service report in October last year, describing systemic failures within the advice divisions of the largest ...

Financial Standard names Investment Leadership Award winners

KARREN VERGARA  |  FRIDAY, 15 DEC 2017
... financial stress. He added that the investment analysis is "channel agnostic." "Unit trusts - that mainstay of the financial advice industry - are today competing on an equal footing against the increasing number of exchanged-traded products out there. ...