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Showing 2351 - 2360 of 4389 results for "financial Advice"

Industry fund restructures, hires for member engagement

JAMIE WILLIAMSON  |  FRIDAY, 3 NOV 2017
... planning. "Camille's appointment brings our personal interactions with members from Helpline to full-service financial advice into a single operational stream," Equip chief executive Nick Vamvakas said. "Relevant and timely communications supported by ...

Centrepoint names interim chief executive

ALEX BURKE  |  FRIDAY, 3 NOV 2017
... Centrepoint Alliance has appointed an interim chief executive. From November 24, Soula Cargakis will lead the financial advice network. She is currently Centrepoint's distribution and marketing executive as well as the chief executive of Centrepoint ...

Advisers grapple with client retention: Research

KARREN VERGARA  |  WEDNESDAY, 1 NOV 2017
There is a growing mismatch between the demand for financial advice and the industry's inability to retain clients, latest Investment Trends research warns. Despite a record high of three million Australians intending to use a financial planner over ...

AMP rolling out enhanced goals-based advice business

DARREN SNYDER  |  WEDNESDAY, 1 NOV 2017
AMP will roll out the next evolution of its dedicated goals-based financial advice business this month with an expected step change being the way clients converse about their advice experience. AMP Advice will use real-time modelling to demonstrate ...

Synchron hires new state manager from AMP

ALEX BURKE  |  TUESDAY, 31 OCT 2017
Financial advice dealer group Synchron has appointed a new state manager for South Australia and the Northern Territory. Chris Regenass joins Synchron from AMP, where he was head of financial planning for the same region. He has held multiple positions ...

Melbourne advice firm cops historic $1 million fine

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
A Melbourne-based financial advice firm is the first to be penalised for breaching the best interests duty, slapped with a $1 million fine by the Federal Court. NSG Services, currently named Golden Financial Group, was found on eight separate occasions ...

Transfer balance cap reforms could hurt grieving SMSFs

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
The SMSF Association is urging self-managed superannuation fund members to seek financial advice as to how the transfer balance cap may impact their pension in the event of their spouse's death. SMSFA head of technical Peter Hogan said under the new ...

Robo-advice raises alarm: ARRIA

KARREN VERGARA  |  MONDAY, 30 OCT 2017
... mis-selling products and not delivering the best outcomes for clients continues to raise concerns across the financial advice industry. While the technology behind robo-advice is making it cheaper to invest, it doesn't mean it is actually providing advice ...

GPS robo-adviser launches

KARREN VERGARA  |  FRIDAY, 27 OCT 2017
... Class in May to enable accountants using the self-managed superannuation fund software to indirectly provide financial advice without an AFSL. Golombick told Financial Standard at the time that under the partnership, clients can access advice efficiently ...

AFA praises FASEA's 'sensible' first priority

JAMIE WILLIAMSON  |  FRIDAY, 27 OCT 2017
... announcement." He said providing certainty and direction for employers, education providers and aspiring students of financial advice is a positive beginning as ensuring the next generation is ready to meet consumer needs is key to setting the Professional ...