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Showing 2681 - 2690 of 4389 results for "financial Advice"

Alternatives fund takes stake in Ignition Wealth

ALEX BURKE  |  TUESDAY, 27 SEP 2016
... Millinium Alternatives Fund's key objective is to deliver extraordinary results to our investors. "Globally, digital financial advice services are demonstrating rapid growth. We believe that Ignition Wealth delivers the best in class offering for the ...

Life insurance reforms to be re-introduced

JAMIE WILLIAMSON  |  MONDAY, 26 SEP 2016
... insurance reforms were back on the agenda, saying that "too often" Australians have received bad or inadequate financial advice on life insurance which has prevented them from achieving "financial security in times of need." Prior to lapsing, the amended ...

Well-known stockbroker launches own SMAs

JAMIE WILLIAMSON  |  FRIDAY, 23 SEP 2016
... clients of Marcus Today Investment Strategists; the result of a 2015 merger between the Marcus Today newsletter and financial advice practice Investment Strategists. The Marcus Today SMA is described as an aggressive option focused on Australian equities ...

Another former AMP planner cops ban

JAMIE WILLIAMSON  |  WEDNESDAY, 21 SEP 2016
... borrowed over $2 million from clients and others and did not ensure clients were provided with independent legal and financial advice; didn't document all of the loans, only repaid approximately 10% of the total amount loaned; and sought loans from clients ...

Sentry Group partners for back office solution

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
... operational efficiency, productivity, profitably and the provision of the very highest standards of compliant financial advice and client service. "Advice practices and licensees must transform their operational models to reflect the post FoFA LIF era ...

Life Insurer Code of Practice falls short: AFA

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
... AFA's submission to the FSC on the code, which notes it should include commitments to both consumers and the financial advice profession. The AFA said the commitments to consumers are "insufficient" to foster cultural change and that the role of the ...

Banks commit to new adviser hiring standards

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
... important step by the banking industry to improve the quality of advice, support the professionalisation of the financial advice industry and build trust and confidence in banks," Tate said. "The subscribing licensees to the protocol represent 38% of ...

CFS sets focus on financial literacy with Wealth IQ

KERRIE SYDEE  |  MONDAY, 19 SEP 2016
... concepts. "The tool is designed the help eliminate investment jargon, particularly with new clients who may be new to financial advice and importantly it is not a marketing tool... we do that with intent and on purpose to get away from a product and ...

Advisers welcome super changes but need stability

KERRIE SYDEE  |  FRIDAY, 16 SEP 2016
... costs to consumers." Smith said the complexity of the changes highlight the need for more Australians to access financial advice. "It really puts the spotlight on making sure that people speak to their adviser and get qualified advice on the changes. ...

Advice clients need greater clarity on fees: survey

JAMIE WILLIAMSON  |  FRIDAY, 16 SEP 2016
... ETF business in a bid to assist advisers in finding strategies to help clients better understand the value of financial advice and rebuild the trust in the industry that was eroded with the GFC. Entitled 'The Price of Financial Advice', the paper examines ...