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Showing 251 - 260 of 403 results for "Advice for"

AFA signs former PM for national conference

KERRIE SYDEE  |  MONDAY, 6 JUN 2016
... together AFA members with their peers, practice owners and industry thought leaders to progress the vision of great advice for more Australians. The AFA 2016 National Adviser Conference will be held in Canberra from Wednesday 5 October through to Friday ...

LGS appoints head of advice

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
... complement LGS' core face-to-face services. "At the same time we have asked him to focus on limited or piece-by-piece advice for our members which many organisations are not adequately addressing, because this is where we have seen a real increase in ...

Fortnum picks up award winning practice

KERRIE SYDEE  |  TUESDAY, 10 MAY 2016
... needed to join a profitable, independently-owned licensee with a broad approved product list and a firm commitment to advice for the long term. "Fortnum is big enough to provide the services and support we need but small enough to be nimble, dynamic ...

Parliament passes FoFA amendments

ALEX BURKE  |  THURSDAY, 3 MAR 2016
... providing certainty and reducing complexity for business and financial advisers, whilst maintaining the quality of advice for consumers who access financial advice. "The Turnbull Government will continue to implement initiatives from the Financial System ...

UniSuper announces tax referrals as intra-fund advice grows

ALEX BURKE  |  WEDNESDAY, 2 MAR 2016
... well-educated, and as members become more aware of the breadth of our advice offer they are seeing real benefits in seeking advice for both their super and non-super related investments. "UniSuper runs a comprehensive financial planning business, with ...

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
... accountability. He added that raising levels of industry education and knowledge is fundamental to the AFA's vision of great advice for more Australians. "We know that increasing both the technical and practical education of advisers is vital to improving ...

Kylie George wins AFA Rising Star Award

MARK SMITH  |  MONDAY, 26 OCT 2015
... "It is people like Kylie who will ensure the future of our profession and the vital role it plays in providing great advice for more Australians." Now in its 11th year, Neil Younger from ANZ Wealth, said the award is designed to reward and encourage ...

AMP trials tech-based advice solution

MARK SMITH  |  MONDAY, 12 OCT 2015
... productivity, as laid out in recent financial results presentations. The new tool appears to be aimed at lowering the cost of advice for customers with lower balances. "Only around 20% of Australians seek financial advice and that's a number we want ...

FinaMetrica in robo advice deal with Swiss private bank

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... FinaMetrica co-founder and director Paul Resnik said the robo advisor tool was developed to deliver suitable financial advice for NBK's clients. "We are convinced that robo advice will have its most effective application in conjunction with personal ...

FEATURE: Managed accounts - more than meets the eye

ALEX BURKE  |  FRIDAY, 4 SEP 2015
... says, "under the traditional, non-discretionary model, that's a very difficult thing to do. They have to do a record of advice for each change in asset allocation, send out the paperwork, the client has to sign it and then they can implement it, and ...