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Showing 2861 - 2870 of 4389 results for "financial Advice"

Findex announces major business restructure

ALEX BURKE  |  WEDNESDAY, 18 NOV 2015
... Traditionally a preserve of the wealthy, a family office service involves the availability of an extensive suite of financial advice and services from a single, trusted source," Paule explained. He added, "We believe all of our clients, individuals and ...

Robert Lipman re-brands, appoints MD

ALEX BURKE  |  TUESDAY, 17 NOV 2015
... a boutique privately-owned wealth management firm. Investors are demanding more accountability, conflict-free financial advice, and better customer service - on top of superior portfolio management." Lipman Burgon & Partners has over $700 million in ...

Macquarie to enter robo-advice sector

ALEX BURKE  |  MONDAY, 16 NOV 2015
... OwnersAdvisory service is designed to reach the "more than 80% of Australian adults don't currently access professional financial advice," according to Macquarie Banking and Financial Services chief investment officer John O'Connell, who added that he ...

NAB and FPA back super in PPL

DARREN SNYDER  |  WEDNESDAY, 11 NOV 2015
... account balances. Other major proposals from NAB include simplifying the rules on claiming a tax deduction for financial advice; considering the provision of deferred aged pension entitlements for each year working beyond Age Pension age; and tax incentives ...

Robo revolution to benefit human advisers

MARK SMITH  |  TUESDAY, 10 NOV 2015
... transform how services are delivered, there will be an ongoing, and potentially increasing, demand for personalised financial advice delivered by humans." In its most recent report, 'US Retail and Investor Advice 2015: Aligning with Investor Goals' ...

ASIC bans SMSF adviser

ALEX BURKE  |  MONDAY, 9 NOV 2015
... Federal Court in Perth made interim asset preservation orders against Pearson and restrained her from providing financial advice, following ASIC's initial investigation. The regulator has said that the investigation is ongoing. "If a financial adviser ...

REST creates two new management roles

DARREN SNYDER  |  FRIDAY, 6 NOV 2015
... Boland, and will lead the provision and development of REST's advice services - aiming to achieve greater uptake of financial advice among members. Potts has been working as a consultant at REST since October 2014, and brings extensive experience within ...

Banks face wealth management challenges

DARREN SNYDER  |  TUESDAY, 3 NOV 2015
... trust and no let-up in the complexity of our financial system, robo-advice offerings have the potential to make financial advice more accessible to more people and provide increased consistency of advice." Also conducting a review of the big four banks ...

Life Insurance Framework fear fading

ALEX BURKE  |  TUESDAY, 3 NOV 2015
... clawback in the LIF beyond a year was punitive, and that ongoing responsibility was already covered by the Future of Financial Advice best interest duty. "Right now, the framework is a skeleton. It's always about putting the detail on that skeleton," ...

Macquarie set to pay $14m to advice clients

LAURA MILLAN  |  MONDAY, 2 NOV 2015
Macquarie Equities Limited (MEL) has identified 163 clients who received inadequate financial advice and are eligible for $14 million compensation. Macquarie Group confirmed that the enforceable undertaking dictated by the Australian Securities and ...