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Showing 2471 - 2480 of 4389 results for "financial Advice"

Goodments outshines at WAMTech PitchFest

EMMA RAPAPORT  |  MONDAY, 3 JUL 2017
... winning pitch addressed the challenge of how the wealth asset management industry could simplify the process for financial advice. In his pitch, Culver explained Goodments is a purpose driven business with a mission to create a more sustainable future. ...

FPA supports ASIC independence definition

KARREN VERGARA  |  FRIDAY, 30 JUN 2017
... The Financial Planning Association of Australia is voicing its support for ASIC's definitions on independent financial advice. FPA chief executive Dante De Gori said it is important to note that the definition of 'independent' under s923A of the Corporations ...

ASIC clarifies IFA definitions, extends SoA deadline

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2017
... the relief is intended to assist consumers in accessing advice about the reforms amid the increased demand for financial advice, while still maintaining consumer protections.

MyRetirement too product heavy: Morningstar

KARREN VERGARA  |  MONDAY, 26 JUN 2017
... address the need for flexibility that enables superannuation trustees to provide quality, yet cost-efficient financial advice." One recommendation is a "best-of-breed approach" which pairs digital advice with a mix of product options that allows trustees ...

Super funds fight for financial inclusion

EMMA RAPAPORT  |  FRIDAY, 23 JUN 2017
... of developing and finalising its 2020 Financial Wellbeing Strategy. "VicSuper has a long history of delivering financial advice, education and support to our members, their families and their local communities," VicSuper chief executive Michael Dundon ...

Brisbane adviser receives top planning award

JAMIE WILLIAMSON  |  FRIDAY, 23 JUN 2017
... Australia's CFP program was awarded the Gwen Fletcher Memorial Award for her ongoing commitment to providing quality financial advice. Bronnie Abraham of Brisbane-based firm Dolfinwise has been named the winner of the award, with Abraham saying the recognition ...

FSU calls out NAB for lack of standards

JAMIE WILLIAMSON  |  TUESDAY, 20 JUN 2017
... Industry Conduct Background Check Protocol, nor for them to be included as part of the information sharing process - financial advice - recruitment and termination. Martin also asks Thorburn to ensure that no NAB Financial Planning employee will incur ...

Wealth firm lists on ASX with $7.3m IPO

ALEX BURKE  |  TUESDAY, 20 JUN 2017
... in 2006, currently operates 12 offices in Sydney and one in Hong Kong and offers a range of services covering financial advice, accounting, tax compliance, family office, SMSFs and insurance. The firm's IPO was independently advised by Grant Samuel and ...

Permanent ban for ex-OnePath adviser

KARREN VERGARA  |  MONDAY, 19 JUN 2017
... Kell. It is part of the corporate watchdog's Wealth Management Project aiming to lift the standards of major financial advice providers, namely NAB, Westpac, CBA, ANZ, Macquarie and AMP. "ASIC will continue to protect consumers by removing people from ...

Industry stars recognised at 2017 MAX Awards

JAMIE WILLIAMSON  |  FRIDAY, 16 JUN 2017
... recognise and honour this years' award recipients for their exceptional achievements and resolute commitment to the financial advice and investment community," said Christopher Page, managing director of Financial Standard. The awards dinner was attended ...