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Showing 2451 - 2460 of 4389 results for "financial Advice"

Retirement advice will take hit from education reform

JAMIE WILLIAMSON  |  THURSDAY, 3 AUG 2017
Australian baby boomers will struggle to receive quality financial advice as experienced financial planners continue to offload practices at bargain prices in the face of regulatory reform. As more high-level advice needs grow for Australians facing ...

Advice business offers enforceable undertaking

JAMIE WILLIAMSON  |  TUESDAY, 1 AUG 2017
... clients into more expensive, FIA-branded products without reason. ASIC identified a number of issues within FIA's financial advice business when surveying FIA policies and procedures, and 39 client advice files. The regulator determined that Financial ...

Remembering Gerry Porter

JAMIE WILLIAMSON  |  MONDAY, 31 JUL 2017
The financial advice industry is mourning the loss of the man behind the Association of Financial Advisers' Genxt initiative. Former AFA board member and Queensland state director Gerry Porter, who passed away over the weekend, is being remembered as ...

No age limit on great advice

JAMIE WILLIAMSON  |  THURSDAY, 27 JUL 2017
... they are coming in all ages," Sillar said. He noted a surge in the number of people transitioning to a career in financial advice later in life. "There's certainly been an increase in accountants transitioning, but I have personally come across lawyers ...

Royal Commission unnecessary: FSC

KARREN VERGARA  |  WEDNESDAY, 26 JUL 2017
... investments", provides transparency and security for investors, and sets a high bar for fund managers. Pointing to the financial advice sector, which is entering a new phase of education and standard requirements to professionalise the industry, Loane ...

Ignition Wealth begins European expansion

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
... elsewhere in Europe as its technology is both multi-language and multi-currency. Ignition Wealth said its digital financial advice technology will provide the Irish advice market with operational efficiencies and delivering greater compliance. "We are ...

Atlantic Pacific Securities rebrands for wealth focus

JAMIE WILLIAMSON  |  MONDAY, 24 JUL 2017
Diversified funds management and financial advice firm Atlantic Pacific Securities is rebranding to ASR Wealth Advisers. The rebranding from APSEC to ASR Wealth Advisers (ASRW) aims to better align with the Australian Stock Report brand which is also ...

Ignition Wealth launches SMSF appropriateness tool

ALEX BURKE  |  FRIDAY, 21 JUL 2017
Ignition Wealth is launching a new tool to help financial advice clients determine their suitability for establishing a self-managed super fund. The Ignition Wealth SMSF Appropriateness Tool educates clients as to the responsibilities involved in running ...

Advice group inks deal with $7bn super fund

ALEX BURKE  |  FRIDAY, 21 JUL 2017
... and knowledge to achieve their retirement goals and have financial confidence." "We know that quality personal financial advice is an important element and our partnership with the AIOFP will ensure we can offer quality consistent service to all our ...

Adviser group expands national footprint

KARREN VERGARA  |  THURSDAY, 20 JUL 2017
... managing their wealth portfolios, in particular, Affinity's specialisation in aged care and retirement village financial advice which is unique to the Brisbane market. Affinity founder and senior partner Keith Jones said having left a dealer-based model ...