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Showing 2551 - 2560 of 4389 results for "financial Advice"

FPA pushes tax deductible incentives

KARREN VERGARA  |  TUESDAY, 28 MAR 2017
... government relations Ben Marshan says. Research commissioned by the FPA found 30% of those who have not used financial advice and don't intend to in the future attribute high costs as a key deterrent. "Public policy initiatives to improve access to affordable ...

SMSF investors shift gears

EMMA RAPAPORT  |  MONDAY, 27 MAR 2017
... to be exposed to significant portfolio concentration risk and remain in more defensive assets without seeking financial advice, they may struggle to achieve their retirement goals," Keegan said. "With nearly 60% of SMSF trustees remaining open to using ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... consolidate about $100 million of retirement savings. BT Financial Group's dimensions as at 30 September 2016: Financial advice - 510 salaried advisers; 589 Magnitude and Securitor advisers Investments - $32 billion funds under management (FUM); $1bn ...

SMSFA appoints high profile former politicians

EMMA RAPAPORT  |  TUESDAY, 21 MAR 2017
... and Financial Services Committee inquiry into the financial services industry and formulation of the Future of Financial Advice (FOFA) reforms. "These outstanding appointments will help achieve the association's mission of leading the professionalism ...

Fintech Nod takes on the unadvised

EMMA RAPAPORT  |  TUESDAY, 21 MAR 2017
A new fintech is hoping to reach out to the 80% of people who don't see financial advisers via a digital financial advice platform. Nod, backed by accelerator H2 Ventures, is aiming to bring financial experts to people on demand. Clients can ask a question ...

Fortnum creates professional advice framework

JAMIE WILLIAMSON  |  TUESDAY, 21 MAR 2017
... The framework consists of three foundational pillars that Fortnum believes underpin the provision of quality financial advice and client service; professional principles, professional judgement and professional advice processes. "In a world of change ...

Adviser contravenes FoFA obligations

EMMA RAPAPORT  |  MONDAY, 20 MAR 2017
A Melbourne based financial advice provider is to appear in the Federal Court of Australia for alleged contraventions of the Future of Financial Advice obligations. Following an ASIC investigation, Wealth and Risk Management (WRM), and its related companies ...

Major ASIC project finds serious financial advice concerns

ALEX BURKE  |  FRIDAY, 17 MAR 2017
ASIC has released a report on how large financial advice firms have addressed serious conduct, compliance and customer remediation issues, revealing serious concerns about how the industry has operated over the past five years. The report is part of ...

Australian Unity appoints trustee GM

DARREN SNYDER  |  FRIDAY, 17 MAR 2017
... trustee business forms part of Australian Unity's Personal Financial Services group, which provides strategic financial advice, finance broking and risk broking. It is the first traditional trustee financial services licence issued this century, and ...

AIA launches digital life insurance advice tool

EMMA RAPAPORT  |  FRIDAY, 17 MAR 2017
Life insurer AIA is partnering with digital financial advice provider SuperEd to develop an online tool for superannuation fund members. The online tool, which will be integrated into AIA's LIFEapp, will provide members with education and assistance ...