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Showing 2521 - 2530 of 4389 results for "financial Advice"

Face-to-face advice rises at UniSuper

EMMA RAPAPORT  |  WEDNESDAY, 3 MAY 2017
... for initial advice appointments is also up 20% year-on-year, and review sessions for members with an existing financial advice plan are up more than 70%. UniSuper executive manager of advice Jack McCartney said while phone and digital advice certainly ...

Pre-retirees robbing Peter to pay Paul: REST

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
... between financial needs of adult children and elderly parents, pre-retirees (aged 50 plus) are in desperate need of financial advice or they risk retiring without adequate funds, warns REST Industry Super. In a new report the $40 billion industry superannuation ...

AUSTRAC launches tool to help advisers fight terrorism

ALEX BURKE  |  TUESDAY, 2 MAY 2017
... financial planners can look out for." ASIC deputy chair Peter Kell added: "The risk assessment tool will help the financial advice industry understand the full range of financial crime risks in their industry." Financial Planning Association chief executive ...

Sunsuper puts adviser trust front and centre

EMMA RAPAPORT  |  TUESDAY, 2 MAY 2017
... important commodities going forward in a post-FoFA, Life Insurance Framework world. "We know that getting the right financial advice can make a huge difference to our members' lifestyle in retirement. But often trust is the roadblock to people seeking ...

Advice practices need succession plan: Research

DARREN SNYDER  |  MONDAY, 1 MAY 2017
Financial advice practices remain bullish on business outlook but few hold any long-term strategic plans to capitalise on expected industry growth. A report published by knowITdigital and Business Health shows one-third of advice practices have a long-term ...

Countplus chair steps down after 11 years

ALEX BURKE  |  THURSDAY, 27 APR 2017
... age, the need for sound wealth counsel is rising in Australia, yet the supply of non-conflicted, high-quality financial advice and accounting services is lagging," Kellerman said. "Add to this the ongoing convergence of professional financial advice ...

We must lead by example: Loane

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
... life about their superannuation from the first time they get paid for work." Loane also reinforced the value of financial advice, explaining that only 31% of Australian women seek it. "Research from the 2015 Women & Finance Report clearly shows that ...

InFocus restructures to support growth

JAMIE WILLIAMSON  |  THURSDAY, 27 APR 2017
... InFocus welcome a raft of new additions to a restructured leadership team. Taking on the role of general manager, financial advice is former head of wealth management for Heritage Bank Richard Herbst. Having also previously served as national manager ...

Twelve million Aussies see benefits of advice

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... advertising campaign launched by the Financial Planning Association of Australia is attempting to bust the myth that financial advice is just for the wealthy. The nationwide initiative is designed to demonstrate the value of financial advice, as well ...

Pressure on advice practices means time for rethink: ClearView

JAMIE WILLIAMSON  |  WEDNESDAY, 26 APR 2017
... helping advisers adapt their advice models and lay a solid foundation for ongoing growth and success," ClearView Financial Advice and Matrix chief executive Todd Kardash said. One such way is through resources like the 'The answer is strategic advice' ...