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Showing 2941 - 2950 of 4389 results for "financial Advice"

Gen Y can drive SMSF growth

DARREN SNYDER  |  TUESDAY, 28 JUL 2015
... growth. From a business who is providing SMSF services to trustees - whether it be accounting or just straight financial advice - what we're finding is the younger ones want a one stop shop. If you've got that opportunity they're more likely to come ...

Independent dealers in M&A mode

ALEX BURKE  |  MONDAY, 27 JUL 2015
... the beginning," and the migration is driven by a fundamental incompatibility between proprietary product and financial advice. Tynan added that recent regulatory changes are one of the biggest drivers for planners looking to exit the institutional space. ...

InvestSMART launches free robo-advice tool

ALEX BURKE  |  THURSDAY, 23 JUL 2015
... relevant they are to their current profile and objectives. Hodge added that the service could be seen as augmenting financial advice rather than replacing it. "We've been in talks with a number of financial advisers about it. The service is strictly ...

Singapore looks to Australia on risk reforms

ALEX BURKE  |  THURSDAY, 23 JUL 2015
... Association of Australia, the reforms target remuneration structures in insurance advice and the strengthening of financial advice as a distinct profession. Commissions paid on life insurance policies will now be spread "over a specified period" rather ...

Insurance advisers focusing on client segmentation

ALEX BURKE  |  WEDNESDAY, 22 JUL 2015
... an opportunity to focus on what matters most." The need for client segmentation has become a popular topic in financial advice. As reported in Financial Standard, Connected Convenience, another recent Beddoes white paper - co-produced with Zurich and ...

Advisers to remain at centre of CBA: Narev

MARK SMITH  |  WEDNESDAY, 22 JUL 2015
... Commonwealth Bank chief executive Ian Narev has insisted that despite the challenges the bank has faced in its financial advice business and in spite of widespread digitisation, face-to-face planners will remain at the heart of the company's business ...

Findex life insurance goes commission-free

ALEX BURKE  |  MONDAY, 20 JUL 2015
... case, eliminating them completely - some commentators are still unconvinced that this will lead to a sustainable financial advice industry.

IFAs to benefit from ASIC SME focus

ALEX BURKE  |  FRIDAY, 17 JUL 2015
... Association of Financial Advisers chief executive Brad Fox suggested that ASIC could further expand its role in financial advice by providing a mobile version of its Financial Adviser Register to consumers.

Adviser Ratings provides planner endorsements

ALEX BURKE  |  THURSDAY, 16 JUL 2015
... partnership with Sunrise co-host David Koch. The first project in this initiative is The Really Simple Guide to Financial Advice, produced in collaboration with the Association of Financial Advisers. This and other education material will be provided ...

Advisers should beware industry "frenemies"

ALEX BURKE  |  WEDNESDAY, 15 JUL 2015
... Connected Convenience paper was clear - that advice clients across the board are looking for more mobile-integrated financial advice, albeit with generational nuances that need to be addressed - and its findings are echoed in Investment Trends' 2015 ...