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Showing 2871 - 2880 of 4389 results for "financial Advice"

Managed accounts usage to grow 38%

LAURA MILLAN  |  FRIDAY, 30 OCT 2015
The number of independent financial advice practices using managed accounts is set to grow by over 38% over the quarter, Managed Accounts Holdings (MGP) said. The managed accounts provider said that an additional 10 boutique licensees are in the process ...

Embrace change to stay relevant

ALEX BURKE  |  FRIDAY, 30 OCT 2015
... return home, or join an Uber-like fleet and earn you money while you're at the office," he said. Returning to financial advice, he pointed to changes already on the horizon such as robo-advice and widespread financial analytics. "But you don't have to ...

CBA whistleblower flags unfair compensation

ALEX BURKE  |  THURSDAY, 29 OCT 2015
... Review assessment manager Russell Phillips alleged at the Senate Standing Committees on Economics Scrutiny of Financial Advice public hearing in Melbourne that the bank structured its compensation scheme so that refunds would be minimised. Describing ...

AFA Adviser, Practice of the Year named

MARK SMITH  |  WEDNESDAY, 28 OCT 2015
... silhouettes themed gala dinner, AFA chief executive, Brad Fox said the winners represent the best of the best in the financial advice profession. "The AFA Adviser of the Year and Practice of the Year Awards are the highest honours that can be bestowed ...

The social benefits of advice

ALEX BURKE  |  WEDNESDAY, 28 OCT 2015
The true value of financial advice lies in its social and emotional benefits, according to Effortless Engagement owner Dean Lombardo. Speaking at the Association of Financial Advisers National Adviser Conference in Cairns, Lombardo related how he'd ...

NAB planner wins AFA Female Excellence Award

MARK SMITH  |  TUESDAY, 27 OCT 2015
... chief executive Brad Fox said with her passion for the advice profession and her belief in the value of quality financial advice, Walker is an outstanding role model for fellow female advisers. "The award is designed to champion women who are excellent ...

AFA gives Education, Michael Murphy awards

MARK SMITH  |  TUESDAY, 27 OCT 2015
... our profession," he said. The other finalists were Harvest Wealth's Lyn Heaysman, Wealthwise's Joseph Hoe, Powe Financial Advice's Karen Walmsley, Tilea Wealth's Tim Hall and Jawad Ahmad from Morgan Stanley. The association also held its annual graduation ...

Standing up for risk advisers

ALEX GAMBOTTO-BURKE  |  MONDAY, 26 OCT 2015
... the AFA 2015 National Adviser Conference in Cairns, Fox discussed the AFA "narrative" and the issues affecting financial advice. He argued that the AFA's role in the Life Insurance Framework discussions was to prevent regulatory intervention. "Once these ...

Women to inherit 70% of intergenerational wealth: report

MICHELLE BALTAZAR  |  MONDAY, 26 OCT 2015
The stakes are high when it comes to providing financial advice to women, particularly as they are predicted to inherit the bulk of the intergenerational wealth transfer in the next few decades; yet at the same time, are hampered by lower pay and earnings ...

Kylie George wins AFA Rising Star Award

MARK SMITH  |  MONDAY, 26 OCT 2015
... Rising Star of the Year Award, supported by ANZ Wealth, recognises exceptional new advisers who provide quality financial advice, demonstrate a commitment to education and make a valuable contribution to their profession and their community. The award ...