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Showing 2851 - 2860 of 4389 results for "financial Advice"

Aged care, gold opportunity for advisers

LAURA MILLAN  |  FRIDAY, 27 NOV 2015
... another concern, with 83.3% of respondents saying they are somewhat, or very concerned with the cost of aged care. "Financial advice can play an important role in optimising health and aged-care related decisions," the discussion paper said. It added ...

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
The proliferation of robo-advice services will likely drive down financial advice fees in general, FinaMetrica co-founder Paul Resnik warned. Drawing from FinaMetrica's latest report, The Robo Revolution: Robo-Advice Market Commentary and Analysis ...

Parliament repeals key FoFA amendments

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
The Parliament has approved a Government motion to repeal key amendments to the Future of Financial Advice (FoFA) reforms in a move that has taken other MPs and industry stakeholders by complete surprise. The repeal affects the Government's proposed ...

Robo-advice is WALL-E, not Terminator

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... as the destructive machine pictured in Terminator. The rise of technological tools that automate some parts of financial advice was one of the main themes discussed at the FPA Congress in Brisbane. But rather than seeing the issue as a threat, advisers ...

Advice beats alpha as retirement income source

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
Financial advice, and not investment alpha, is what ultimately delivers better retirement incomes for superannuation fund members, SuperEd co-founder Jeremy Duffield said. "Advice can make a bigger difference to retirement income than investment management," ...

PROFILE: NAB Financial Planning general manager Paul Fog

ALEX BURKE  |  MONDAY, 23 NOV 2015
It says something about the sweeping remit of financial advice that Paul Fog credits both commercial property law and playing water polo for Australia as steering him towards the profession. From his perspective, though, both are equally important. ...

FPA awards associate adviser of the year

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... the expectations of our profession, acting in the best interests of clients and providing the highest quality financial advice," FPA chief executive Mark Rantall said at the FPA Congress in Brisbane. "I firmly believe that quality financial advice changes ...

Advice M&A deals boom after years of stagnation

LAURA MILLAN  |  FRIDAY, 20 NOV 2015
... they stopped buying. This, combined with the uncertainty around the grandfathering provision in the Future of Financial Advice (FoFA) legislation meant that all M&A activity stalled. "As financial planning businesses, we have been operating in a market ...

Women program to reach all CBA advisers

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... Brisbane, CBA executive general manager of wealth management advice Marianne Perkovic said that "not only can financial advice help to improve financial security, it also increases confidence and financial literacy and encourages women to take more control ...

FEATURE: The great race to invest

LAURA MILLAN  |  THURSDAY, 19 NOV 2015
... concentration risk at a time when trustees are increasingly concerned about financial markets," according to Bowerman. Financial advice and education are both key to portfolio diversification. Verante Financial Planning director Liam Shorte says he started ...