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Showing 2611 - 2620 of 4389 results for "financial Advice"

MySuper competition heats up: Rainmaker

DARREN SNYDER  |  WEDNESDAY, 14 DEC 2016
... in the MySuper segment is by using lifecycle investment strategies which they present to consumers as de facto financial advice. Based on the growth rates these products are seeing, this strategy is proving to be effective, Dunnin said. "Anyone who says ...

Advice practices pass health check

DARREN SNYDER  |  WEDNESDAY, 14 DEC 2016
Financial advice firms are better equipped to face future challenges following an industry shift from passive to actively managed businesses. This is one of several findings from a joint report released by Zurich and the Beddoes Institute, which goes ...

Planning firms need succession rethink

KERRIE SYDEE  |  MONDAY, 5 DEC 2016
... when it comes to succession. "I absolutely believe the next five years will see the birth of the profession that financial advice deserves to be, and will be a truly exciting and rewarding period," Harding-Davis added. "I think we are starting to see ...

Super slow to embrace advice opportunity

ALEX BURKE  |  FRIDAY, 2 DEC 2016
... transformation and analytics David Beal said: "Our research has shown that people in our market demographic want to seek financial advice but do not want to sit down with an adviser without having a reasonable degree of understanding first." Based on ...

Challenger distribution chief departs for start-up role

ALEX BURKE  |  FRIDAY, 2 DEC 2016
... announced his desire to "pursue external interests," which include a new role at what Challenger called a fintech financial advice start-up. He took on his current position in 2011, having previously been executive general manager - capital risk and ...

Advice experiences can help educate non-advised

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
... sharing client experiences of the value of advice, more non-clients may better understand the benefits of receiving financial advice. The research was supported by a grant from the Australian Research Council in partnership with the Financial Services ...

Banking inquiry becomes Royal Commission alternative

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... pressured to take out unaffordable home loans to people who are still picking up the pieces after receiving dodgy financial advice, this inquiry will look at all the ways the financial sector can leave people in financial ruin." In a statement CHOICE ...

New GM for Meritum

KERRIE SYDEE  |  WEDNESDAY, 30 NOV 2016
... and leadership skills, Stephen will help evolve the business and support the continued delivery of high-quality financial advice to clients. We look forward to seeing Meritum go from strength to strength under his leadership."

Former Westpac planner banned

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2016
... 22nd financial adviser to be banned as part of ASIC's Wealth Management Project, targeting the country's largest financial advice firms.

Stockbrokers Association opens doors to advisers

KERRIE SYDEE  |  TUESDAY, 29 NOV 2016
... as stockbrokers," SAFA chief executive Andrew Green said. "Instead, they see themselves as providing holistic financial advice that is broader than equities research. Importantly, SAFA will continue to be the home association for those members who identify ...