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Showing 2931 - 2940 of 4389 results for "financial Advice"

Industry fund advice on the rise

ALEX BURKE  |  MONDAY, 10 AUG 2015
... survey of 19 not-for-profit funds, the research shows that the industry fund sector delivered 130,451 pieces of financial advice during 2013/2014 - and that this will rise in the next few years due to an increasing number of members who are "younger ...

New guide teaches social media best practice

MARK SMITH  |  MONDAY, 10 AUG 2015
... fundamentals of social media and digital marketing in order to drive success in the rapidly changing world of financial advice. "This collection of case studies highlights the best and brightest social media strategies that financial advisers are using ...

Rethinking robo regulation

MARK SMITH  |  THURSDAY, 6 AUG 2015
... fiduciary duty? How can it take personal circumstances into consideration?" he asks. "The word used in the Future of Financial Advice Act is 'judgment'. How does that apply to a robo solution?" Vrisakis believes that from a legal standing, the wording ...

UniSuper appoints legal specialists

DARREN SNYDER  |  THURSDAY, 6 AUG 2015
... UniSuper's unique insourcing business model, and enables us to address the full spectrum of investment management, financial advice and administration risks arising from the extensive in-house services which we provide for our members."

Capstone/BGL to deliver online AFSL authorisation

ALEX BURKE  |  TUESDAY, 4 AUG 2015
... It was designed in response to impending regulatory changes requiring accountants to hold an AFSL to provide financial advice from 1 July 2016. "It's become apparent from our discussions that many accountants are still confused about the forthcoming ...

IOOF chair calls for ASIC funding

ALEX BURKE  |  MONDAY, 3 AUG 2015
... can handle whistleblowers more efficiently. Speaking at the Senate Economics References Committee's Scrutiny of financial advice hearing in Sydney, Sexton defended his delayed response to whistleblower reports about IOOF head of research Peter Hilton ...

Financial advice is a boring game

ALEX BURKE  |  THURSDAY, 30 JUL 2015
Approached as a game, financial advice is boring and unappealing for prospective clients, argued PortfolioConstruction Forum chief finology officer Dr. David Lazenby. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney ...

Social adviser implores positivity for planners

DARREN SNYDER  |  WEDNESDAY, 29 JUL 2015
... campaign Australia wide. It has raised less than $25,000 to date. "So much is said about the public perception of financial advice and financial planning and yet planners themselves leave it to their licensees, to the media, to regulators to spread the ...

Advisers need to collaborate

ALEX BURKE  |  WEDNESDAY, 29 JUL 2015
The financial advice industry depends on collaboration between planners, according to Complete Financial Balance principal Brendan Cox. Speaking at the 2015 Association of Financial Advisers National Roadshow in Sydney, Cox - whose company won the 2014 ...

Industry giants ramp up adviser ethics training

LAURA MILLAN  |  TUESDAY, 28 JUL 2015
... Financial Standard. He said that the program was set up "following the Parliamentary Joint Commission review of financial advice, which included a range of recommendations such as lifting the education standards for advisers and increasing transparency." ...