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Showing 2591 - 2600 of 4389 results for "financial Advice"

Industry fund adds to executive team

DARREN SNYDER  |  FRIDAY, 3 FEB 2017
... effort across the organisation. Abraham has more than 20 years of experience in financial services gained across financial advice, operations and engagement-focused roles with Westpac, AMP and CBA. She is currently the Victorian general manager for Westpac ...

Equip eyes merger with Rio Tinto plan

JAMIE WILLIAMSON  |  WEDNESDAY, 1 FEB 2017
... in this project will clearly reinforce Equip's reputation as a trusted provider of superannuation benefits and financial advice for employers and their employees," Fairley said. Fairley said that key considerations for the union were complementary fund ...

Government repeats fintech focus

JAMIE WILLIAMSON  |  FRIDAY, 27 JAN 2017
... services, highlighting robo-advice and its potential to provide a wider cross-section of the population with financial advice. He told delegates of businesses in Australia that "are beginning to integrate robo-advice into the retirement savings system ...

Wealth firm releases planning app Nettshell

EMMA RAPAPORT  |  MONDAY, 23 JAN 2017
... planners are on track." The idea for the application came about following the implementation of the Future of Financial Advice (FoFA) reforms and a discussion between CMFM and their clients about the pitfalls of the industry. "After all the changes with ...

Product conflicts in retail banking: ABA report

ALEX BURKE  |  THURSDAY, 19 JAN 2017
... commissions and product-based payments used for retail banking staff, echoing the concerns that led to the Future of Financial Advice reforms. The report, written by former Australian Public Service Commissioner Stephen Sedgwick, has in its own words ...

Advice firm creates aged care subsidiary

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2017
A Queensland financial advice practice is launching a subsidiary business assisting the elderly transition into aged care. Gold Coast-based Wealth Planning Partners has established Trusted Aged Care Services to provide a suite of services to families ...

La Trobe gains new ground on aged care

MICHELLE BALTAZAR  |  THURSDAY, 12 JAN 2017
... Australians and financial planners have called on ASIC to start specifically regulating the area of aged care financial advice in order to protect consumers. On the upside, many financial planners have been pro-active in completing specific accreditation ...

AFA returning to its roots

JAMIE WILLIAMSON  |  THURSDAY, 12 JAN 2017
... the development of a new code, is central to the AFA's continuing efforts in achieving professionalism for the financial advice industry. "We will transition from an industry body to a professional body, but it is not simply about a new code - that's ...

FPA educating future planning generation

JAMIE WILLIAMSON  |  WEDNESDAY, 11 JAN 2017
... financial planners. But the FPA won't be resting on its laurels. "We can't increase the number of Australians getting financial advice if we don't have more advisers. We're going to lose members through natural attrition and also the professional standards ...

Mercer undergoes global restructure

ALEX BURKE  |  TUESDAY, 10 JAN 2017
... of individual retirement savings. Before taking on her previous role, McGowan was executive director of Mercer Financial Advice in Australia and chief customer officer, Pacific. Other roles included strategy and business change leader, Australia/New ...