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Showing 2501 - 2510 of 4389 results for "financial Advice"

Professional financial advice outpacing self-directed

KARREN VERGARA  |  FRIDAY, 19 MAY 2017
An overwhelming number of retail investors are turning to financial advice rather than single-handedly making investment decisions on their own. About half (45%) of 4000 investors are using financial planners purely to help manage financial risks, while ...

Pathway offers virtual workspace for advisers

JAMIE WILLIAMSON  |  FRIDAY, 19 MAY 2017
... advisers with their financial planning software. Adding SuiteBox allows those efficiencies to be leveraged so financial advice is provided in a highly engaging manner." "With the rapid advancements in technology in our industry, we see Pathway's role ...

Vamos joins Decimal board

JAMIE WILLIAMSON  |  THURSDAY, 18 MAY 2017
Digital financial advice software provider Decimal is welcoming former Association of Superannuation Funds of Australia chief executive Pauline Vamos to its board of directors. Vamos joins as a non-executive director, bringing more than 25 years' financial ...

Research exposes adviser pricing models

KARREN VERGARA  |  WEDNESDAY, 17 MAY 2017
... figures, detailing what is causing costs to increase and techniques on how to reduce them, Viskovic said. "Pricing financial advice has always been complex, and when you add in a deep-dive to pricing insurance advice, with all of the variables we found ...

Partnership empowers accountants to give advice

KARREN VERGARA  |  FRIDAY, 12 MAY 2017
... Class has partnered with an online financial adviser in a move that will give accountants the power to offer financial advice to clients without an AFSL. Accountants working with SMSF clients will indirectly be able to provide financial advice via Plenty ...

Private wealth specialist appoints chief executive

ALEX BURKE  |  THURSDAY, 11 MAY 2017
... strategic vision that keeps Sterling ahead of the curve with an operational framework that provides professional financial advice services and holistic solutions for our clients." Commenting on Murray's appointment, Sterling principal Peter Stevenson ...

AZ NGA edges on $5bn with next acquisition

ALEX BURKE  |  THURSDAY, 11 MAY 2017
AZ Next Generation Advisory's acquisition of a Cairns-based financial advice practice brings the firm's total assets under management to about $5 billion. The binding purchase agreement with Menico Tuck Parrish Financial Services (MTPFS), established ...

Advice associations respond to Federal Budget

JAMIE WILLIAMSON  |  WEDNESDAY, 10 MAY 2017
... Financial Advisers' chief executive Philip Kewin said the measures highlight the need for more Australians to receive financial advice. "We welcome the downsizing incentive... Invested correctly, this is likely to help many retirees enjoy a more comfortable ...

What the 2017 Budget means for you

DARREN SNYDER  |  TUESDAY, 9 MAY 2017
... their superannuation fund from the proceeds of the sale of their principal home. Small businesses, including financial advice practices and other service providers with a turnover up to $10 million will continue to be able to immediately write off expenditure ...

Government fintech agenda spotlights microbanking

ALEX BURKE  |  TUESDAY, 9 MAY 2017
... Additional provisions include enhancing the regulatory sandbox for fintech companies by allowing testing of holistic financial advice, consumer credit issuance, short-term deposit and CSEF intermediary services. "This will reduce regulatory hurdles which ...