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Showing 2721 - 2730 of 4389 results for "financial Advice"

Financial services stalwart backs robo-adviser

JAMIE WILLIAMSON  |  WEDNESDAY, 17 AUG 2016
A financial advice industry magnate has affirmed his support of robo-advice, investing in automated advice provider Ignition Wealth. Count Financial founder Barry Lambert said his desire for a cost-efficient and effective solution has driven his backing ...

SMSF trustees increasing use of planners

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... from more than 3500 SMSF trustees and 570 financial planners, also found the number of SMSF trustees with unmet financial advice needs grew by more than 20% in the 12 months to March 2016. Investment Trends head of research, Recep III Peker, said consistent ...

PROFILE: Qantas Super chief executive Michael Clancy

DARREN SNYDER  |  FRIDAY, 12 AUG 2016
... did stay on as a super trustee. He became an industry consultant and in 2014 he decided to launch cloud-based financial advice service BigFuture. "The point of BigFuture is to leverage technology to help people to understand where they're at now and ...

Kaplan launches adviser diagnostic tool

KERRIE SYDEE  |  THURSDAY, 11 AUG 2016
... and their advisers to adapt and prosper in a rapidly changing landscape because it minimises the risk of poor financial advice. "As the industry becomes more transparent in regards to adviser knowledge and education standards, KUDOS will become an invaluable ...

Lonsec gives iRate an upgrade

KERRIE SYDEE  |  WEDNESDAY, 10 AUG 2016
... reporting tools to generate more in-depth analysis. Lonsec Research chief executive Matt Olsen said: "As the financial advice industry becomes increasingly sophisticated, more demands are placed on advisers, especially when it comes to demonstrating ...

Bentleys NSW takes the leap into financial planning

KERRIE SYDEE  |  MONDAY, 8 AUG 2016
... managing director of Bentleys Wealth Advisors, Matthew Cassidy, the division is focused on offering personal financial advice including superannuation and retirement, insurance, investment and self-managed super funds. Bentleys Wealth Advisors will bring ...

Fitzpatricks adds new advice firm

DARREN SNYDER  |  MONDAY, 8 AUG 2016
A private ownership model and a client-first culture are said to be the main reasons behind a Perth-based financial advice firm joining Fitzpatricks Private Wealth. Paradigm Financial Consulting is the new Fitzpatricks partner, entering with a commitment ...

ASIC compensation plummets despite surveillance success

ALEX BURKE  |  MONDAY, 8 AUG 2016
... report said that over the next six months, the regulator will pay particular attention to enforcing Future of Financial Advice compliance, especially as it pertains to the Wealth Management Project, which was established in 2014 and aims to lift the ...

PMIIG licence cancelled

MARK SMITH  |  FRIDAY, 5 AUG 2016
... effect on 28 July, after it breached its obligations. PMIIG was authorised under its AFSL to provide general financial advice and dealing services to wholesale clients. However ASIC found the firm had failed to maintain the competence to provide services ...

Brisbane practice joins Elders

KERRIE SYDEE  |  TUESDAY, 2 AUG 2016
... based in Brisbane and headed by Johnny Grohovaz, has joined the Elders network and will help enhance Elders' financial advice offering in Queensland. Elders Financial Planning general manager Tony Beaven welcomed the addition of YouFin to Elders, saying ...