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Showing 221 - 230 of 401 results for "Advice for"

FOFA breach sees former adviser banned

JAMIE WILLIAMSON  |  THURSDAY, 20 JUL 2017
... introduced under the Future of Financial Advice reforms. Jason Sean Atkins of Perth is prohibited from providing financial advice for three years after the corporate regulator found he had advised four clients to establish a self-managed superannuation ...

ASIC consults on new statement of advice

EMMA RAPAPORT  |  WEDNESDAY, 31 MAY 2017
ASIC is now consulting with the financial services industry on a new example statement of advice for life insurance. The regulator's latest consultation paper seeks feedback on the new example Statement of Advice (SOA) and related updates to the guidance ...

Robo-advice not a priority for 2017-18: Spot poll

DARREN SNYDER  |  MONDAY, 29 MAY 2017
Six in 10 financial services professionals say that robo-advice will not form part of their business in the next 12 months, according to the Financial Standard weekly readership survey. The online poll published on the Financial Standard website last ...

Ignition Wealth secures BT Panorama deal

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... accountants, advisers and investors. For accountants the move provides a post-FoFA solution that allows them to source advice for their clients in an efficient and, most importantly, compliant manner," Ignition Wealth chief executive, Mark Fordree said. ...

Partnership empowers accountants to give advice

KARREN VERGARA  |  FRIDAY, 12 MAY 2017
... with their SMSF clients, Golombick said. Class chief executive Kevin Bungard commented the importance of financial advice for SMSFs has been brought into sharp focus by the introduction of the super reforms. The impact of the super reforms on SMFSs members ...

Mosaic tailors financial advice for women, grows FUA to $800m

MICHELLE BALTAZAR  |  FRIDAY, 5 MAY 2017
For financial advisers looking to cater to high-powered female executives, US-based Mosaic Financial Partners provides a textbook-worthy case study. Sabrina Lowell, two-time winner of the "Heart of Financial Planning" award in San Francisco and chief ...

InFocus restructures to support growth

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
... growth in our AFSL operations, as we recruit and retain experienced financial advisers providing quality financial advice for clients; and our technology business, as more advisers leverage the real-time monitoring and supervision capability and deep ...

AZ NGA firm procures consultant

JAMIE WILLIAMSON  |  MONDAY, 10 APR 2017
... purchase of Northbridge Financial Consulting from Northbridge Financial Solutions brings the total value of funds under advice for Wise Planners, trading as Lifestyle Financial Services, to more than $1.4 billion. Northbridge Financial Consulting provides ...

FPA pushes tax deductible incentives

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
... to in the future attribute high costs as a key deterrent. "Public policy initiatives to improve access to affordable advice for all Australians, particularly those most in need of assistance in managing their finances will reduce the cost of advice for ...

Findex assigns Aussie equities mandate

JAMIE WILLIAMSON  |  THURSDAY, 16 MAR 2017
... Management secured the contract, having first engaged with the wealth firm to consult on the refinement of its Statement of Advice for Australian equity portfolios. The Altair managed discretionary portfolios provide Findex advisers and its clients a ...