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Showing 2441 - 2450 of 4389 results for "financial Advice"

Government names advice standards chief

ALEX BURKE  |  MONDAY, 14 AUG 2017
... added: "FASEA will play an important role in giving life to the Government's reforms to raise standards in the financial advice industry. These reforms will professionalise the industry and deliver improved outcomes for consumers." FASEA was unveiled ...

Ripoll to help victims of rogue advice

JAMIE WILLIAMSON  |  MONDAY, 14 AUG 2017
Former MP Bernie Ripoll will work with a financial advice complaints service to assist victims of dodgy financial advice recover their losses. Joining forces with Financial Rescue Australia, Ripoll said that despite the Financial Ombudsman Service's ...

MyPlanner inks deal with tech provider

JAMIE WILLIAMSON  |  FRIDAY, 11 AUG 2017
Independent financial advice licensee MyPlanner has become the first dealer group to partner with PractiFI. As part of the dealer group's business-wide technology transformation strategy, MyPlanner and its adviser network will now use PractiFI's solution ...

Class and Countplus partner

EMMA RAPAPORT  |  THURSDAY, 10 AUG 2017
Software provider Class inked a partnership with accounting and financial advice network Countplus for the provision of self-managed super funds and wealth accounting software. Countplus practices will now have access to centralised billing and supporting ...

HUB24 expands white label solutions

KARREN VERGARA  |  WEDNESDAY, 9 AUG 2017
... reporting functionalities. "The removal of the SMSF advice exemption has seen accountants gradually move into the financial advice environment. This not only includes advice in SMSFs but also advice in relation to a client's other superannuation accounts ...

New Zealand advice industry to be overhauled

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
... legislation for technological developments. It also serves to increase the New Zealand population's access to quality financial advice. In line with this, the Bill also removes the distinction between class (general) and personal advice making it easier ...

Managed accounts forum unveils new format, adviser focus

DARREN SNYDER  |  TUESDAY, 8 AUG 2017
... Following a step-by-step 'How-To' guide, the program begins with a presentation of the key trends reshaping the financial advice industry, results of Financial Standard's annual managed accounts adviser survey, and then proceeds to explaining the nuts-and-bolts ...

FinaMetrica merges with global software provider

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
... FinaMetrica, under the umbrella of PlanPlus Global, will offer an integrated solution to banks, investment managers and financial advice organisations looking to build global scale. In addition, both companies will continue to offer their stand-alone ...

ISA reappoints policy expert

JAMIE WILLIAMSON  |  MONDAY, 7 AUG 2017
... proposed by bank-owned funds. Coates also served as a senior manager with ASIC, overseeing consumer protections in financial advice, and is currently working in the area of financial services risk management at EY. "Nick brings more than a decade of ...

Blended models are the future of advice: HUB24

JAMIE WILLIAMSON  |  FRIDAY, 4 AUG 2017
... finances. "In a quintessentially human-facing industry, technology can improve outcomes for both clients and financial advice practices. What it cannot do is engage in real conversations about client's lives, their health, their family and, of course ...