Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 2771 - 2780 of 4389 results for "financial Advice"

Wellbeing significantly improved through financial literacy

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... negative effect of thinking about money on health and wellbeing. The whitepaper, Money, wellbeing and the role of financial advice: A gender based approach, released by the Association of Financial Advisers (AFA) with the support of TAL, based on research ...

Adviser Network launches SMSFit

KERRIE SYDEE  |  FRIDAY, 27 MAY 2016
... accountants to operate under a limited AFSL to provide compliant and personalised advice solutions following changes to financial advice regulation set to come into effect after 30 June 2016. SMSFit assesses the client's suitability for an SMSF based ...

ASIC to run rule over mortgage commissions

MARK SMITH  |  THURSDAY, 26 MAY 2016
... loan approval times for some firms. A similar review of commissions for financial planners led to the Future of Financial Advice (FOFA) reforms, which have rendered some operating models obsolete. The latest review has led some to speculate that real ...

Insto oligopoly stifling advice M&A activity

ALEX BURKE  |  TUESDAY, 24 MAY 2016
... financial planning sector the overabundance of buyers for planning businesses is due to the structure of the financial advice sector where six very large institutions control 85% of licensees," he said. "However, recently I have seen a spike in enquiries ...

Not-for-profit fund buys StatePlus

MARK SMITH  |  MONDAY, 23 MAY 2016
... formerly State Super Financial Services, was established in 1990 by the SAS Trustee Corporation (STC) to provide financial advice to public sector employees and their families. StatePlus managing director Michael Monaghan said: "There is a clear alignment ...

Banned former CBA planner charged with forgery

MARK SMITH  |  TUESDAY, 17 MAY 2016
... and 13 June 2009, Gillespie forged the signatures of a number of the bank's clients to whom he was providing financial advice, while he was a senior financial planner based at the Broadbeach Commonwealth Bank branch on the Gold Coast. It is alleged Gillespie ...

Risk management firm joins Bombora network

ALEX BURKE  |  MONDAY, 16 MAY 2016
... encourages a collegiate sharing of knowledge, experiences and expertise." He added: "In this environment of change, financial advice and accountant principals are future proofing their businesses through specialisation and mutually beneficial commercial ...

LGS appoints head of advice

MARK SMITH  |  WEDNESDAY, 11 MAY 2016
... Planning Association of Australia. LGS said the appointment is in line with its strategy to increase the take-up of financial advice among its members by expanding its financial planning capability. "Andrew has experience in growing the financial planning ...

AFA heralds adaptability

KERRIE SYDEE  |  WEDNESDAY, 11 MAY 2016
... leading advice practices through a six-part facilitated think tank to distil the macro and micro challenges facing financial advice businesses. AFA chief executive Brad Fox said the Leaders Forum Business Summit highlighted the temptation for advisers ...

Nominations open for AFA Adviser of the Year

MARK SMITH  |  TUESDAY, 10 MAY 2016
... the AFA Adviser of the Year Award recognises an individual who is excelling in the delivery of life-changing financial advice. The Practice of the Year Award, in its third year, focuses on identifying a practice or business that fulfils broader criteria ...