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Showing 2821 - 2830 of 4389 results for "financial Advice"

PATRON founder Rob McCann to retire

MARK SMITH  |  WEDNESDAY, 9 MAR 2016
Infocus Wealth Management has announced that PATRON Financial Advice general manager, Rob McCann, will retire in April. The 44-year industry veteran started PATRON Financial Advice nine years ago with leading adviser David Hasib. After seeing through ...

Ignition Wealth appoints investment committee chair

MARK SMITH  |  WEDNESDAY, 9 MAR 2016
... significant traction with distribution partners. I'm looking forward to being part of the next generation of financial advice," Capra said. "With a long history in financial services including roles in finance, technology and operations, I am looking ...

Senate to investigate life industry

DARREN SNYDER  |  TUESDAY, 8 MAR 2016
A Senate inquiry originally set to scrutinise Australia's financial advice industry has again deepened its investigations by adopting calls to examine the country's life insurance sector. With support from all sides of politics, Senator John Williams ...

Wealth forecasting engine announces Infocus as first client

DARREN SNYDER  |  MONDAY, 7 MAR 2016
Non-aligned wealth manager Infocus is launching a direct-to-consumer financial advice solution in May that will incorporate Morningstar's wealth forecasting engine and investment management services from the Morningstar-owned Ibbotson Associates Australia. ...

Parliament passes FoFA amendments

ALEX BURKE  |  THURSDAY, 3 MAR 2016
Several key amendments to the Future of Financial Advice reforms have been passed by parliament. The Corporations Amendment (Financial Advice Measures) Bill will extend the time allowed for advisers to provide opt-in renewal notices and fee disclosure ...

Zurich to promote advice profession through Grad Mentor

ALEX BURKE  |  THURSDAY, 3 MAR 2016
... announced it will extend its ongoing partnership with talent resourcing firm Grad Mentor to attract more graduates to financial advice. According to Zurich head of distribution, retail life and investments Kristine Brooks, "These partnerships are perfect ...

US resistance to DOL fiduciary rule gathers pace

ALEX DUNNIN  |  WEDNESDAY, 2 MAR 2016
... expanding the fiduciary obligation since the GFC when millions of US investors and retirees were impacted by financial advice they believe was inappropriate or not bound by formal best interests obligations. The DOL which regulates retirement savings ...

New FPA chief steps up

ALEX BURKE  |  TUESDAY, 1 MAR 2016
... it is key to financial planning as a profession - and in the best interests of the many Australians who need financial advice." Commenting on Rantall's departure, De Gori added, "I want to thank Mark Rantall for his dedication and leadership. Mark has ...

Financial services adding more to economy than mining

MARK SMITH  |  FRIDAY, 26 FEB 2016
... summary of the financial services industry covering key sectors of superannuation, life insurance, investment, financial advice and trustees. "The FSC-UBS Report State of the Industry Report shows financial services makes a significant contribution to ...

ACE forced to pay $1m for poor Combined sales culture

MARK SMITH  |  FRIDAY, 26 FEB 2016
... to take reasonable steps to ensure representatives complied with the best interests laws under the Future of Financial Advice (FOFA) reforms. ACE also admitted that between 1 January 2012 and 30 June 2014 a limited number of Combined sales staff oversold ...