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Showing 281 - 290 of 401 results for "Advice for"

FPA calls for clear separation of general and personal advice

LAURA MILLAN  |  FRIDAY, 4 APR 2014
... The FPA added that most Australians do not seek personal financial advice due to its high cost and turn to general advice for specific financial products. "This leaves individuals more susceptible to believe that general advice constitutes a guarantee ...

ICAA questions AFSL system, calls for individual licensing

ALICE URIBE  |  TUESDAY, 1 APR 2014
... Financial Services Licences (AFSLs) of institutions could result in a decline of competition and unsound financial advice for consumers. In its submission to the Financial Services Inquiry (FSI) on the terms of reference of theA Murray review, the accountancy ...

AMP's Charter names advice award winners

MARK SMITH  |  TUESDAY, 25 MAR 2014
... determined upon consideration of real case studies. Stone said Troy's wining submission demonstrated not only outstanding advice for a client, but also great empathy and support. "Troy's expertise has meant that a client facing a serious ongoing medical ...

Rice Warner overhauls structure, makes key appointments

ALICE URIBE  |  THURSDAY, 20 MAR 2014
... technology underpinning client strategies, including the core issue of efficient and effective member engagement and advice for super funds and advisers," a Rice Warner release said. Fuller said she was pleased to welcome team members to new roles, comprised ...

Former NAB adviser launches non-aligned platform

JAMES FERNYHOUGH  |  THURSDAY, 13 MAR 2014
... increasingly hard to find." She continued: "We offer an open architecture, independently owned platform with tailored advice for individuals and their families when it comes to wealth protection and inter-generation transitions." Hackney stressed the ...

ASIC: no plans for SMSF balance threshold

ALICE URIBE  |  FRIDAY, 21 FEB 2014
... The Australian Securities and Investments Commission (ASIC) has no plans to prevent financial planners from providing advice for self-managed superannuation funds with balances under $100,000. Speaking at the 2014 SPAA SMSF National Conference in Brisbane ...

FSC joins calls for tax deductible advice

MARK SMITH  |  MONDAY, 10 FEB 2014
... the uniform deductibility of financial advice fees would increase the accessibility and affordability of financial advice for more Australians and ensure existing tax distortions are removed. Currently, the cost of financial advice can be tax deductible ...

FPA kicks off week of free financial advice

LAURA MILLAN  |  MONDAY, 3 FEB 2014
The Financial Planning Association (FPA) advisers will be providing financial advice for free as part of the Ask an Expert Week that starts today and will finish on February 9th. Consumers can ask their questions through the Ask an Expert forum at the ...

Financial Index offers $130m for Centric Wealth

ALICE URIBE  |  MONDAY, 13 JAN 2014
... service," he said. FIWA chief executive Spiro Paule said the two businesses would focus on providing high quality financial advice for clients. "We are both focussed on providing the best possible advice and solutions to our clients. We will be able ...

Star manager Tagliaferro adopts "mentor role"

MARK SMITH  |  MONDAY, 28 OCT 2013
... legends including Warren Buffett and George Soros. In fitting with his mentor role at IML, Tagliaferro has one piece of advice for younger fund managers. "You always have to stay humble. If you think you're too good then you won't last long," he said ...