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Showing 281 - 290 of 393 results for "Personal advice"

AFA launches conference program

JAMIE WILLIAMSON  |  WEDNESDAY, 16 AUG 2017
... into risk advice, the role of the adviser in the claims process and where the threshold lies between general and personal advice. Delegates seeking inspiration around growing their advice businesses efficiently and profitably can gain insight from focus ...

ASIC and CBA discussing potential advice problem

EMMA RAPAPORT  |  TUESDAY, 15 AUG 2017
... employees. Included in the list was a fresh revelation that ASIC is concerned some CBA customers may have been given personal advice rather than general advice during the sale of the bank's superannuation product - Essential Super. The bank's statement ...

New Zealand advice industry to be overhauled

JAMIE WILLIAMSON  |  WEDNESDAY, 9 AUG 2017
The New Zealand government is looking to remove the distinction between class and personal advice, as well as allow the provision of digital advice as it seeks to overhaul the country's regulatory regime for financial advisers. The Financial Services ...

Fortnum subsidiary flags aggressive growth plan

ALEX BURKE  |  TUESDAY, 1 AUG 2017
... the business in 1998. "Just Advice, like our existing business, has a long history of providing high quality, personal advice to its clients and I'm excited to have another talented adviser like Samuel on board to continue that legacy," Matthew said ...

Former Wallabies captain joins Stockspot

JAMIE WILLIAMSON  |  WEDNESDAY, 26 JUL 2017
... gives him deep insight into the issues facing advisers and accountants around compliance and the provision of personal advice. Stockspot is able to help ensure accountants and advisers are providing their clients with the best possible investment advice ...

ASIC clarifies IFA definitions, extends SoA deadline

JAMIE WILLIAMSON  |  TUESDAY, 27 JUN 2017
... preparation for next week's reforms. Advisers will now have an additional 30 days to provide a SoA pertaining to personal advice provided to retail clients about a superannuation product connected to the legislative reforms commencing 1 July, so long ...

Default retirement products not good enough: Milliman

JAMIE WILLIAMSON  |  MONDAY, 22 MAY 2017
... backed by technology and platforms enabling cohort segmentation analysis and the delivery of both general and personal advice. Gebler said funds will need to get creative if they are to solve such complex retirement problems with a default solution. ...

BTFG announces giant Panorama leap

DARREN SNYDER  |  THURSDAY, 23 MAR 2017
... Cooper said. He said this has included a flexible advice model offering general and single-topic advice to full personal advice "delivered when and where the customer wants." BTFG's new Super Check service has also helped 5400 customers consolidate about ...

Managed accounts continue rapid surge

JAMIE WILLIAMSON  |  WEDNESDAY, 22 MAR 2017
... revealed," Potter concluded. "This simply reinforces the increasing significance of this sector in the provision of personal advice."

CBA defends 'incorrect' personal advice claims

JAMIE WILLIAMSON  |  MONDAY, 16 JAN 2017
The Commonwealth Bank has responded to reports by Fairfax claiming a CBA bank teller had provided personal advice to a now-deceased customer. Last week Fairfax revealed CBA is working through a $68,000 compensation claim as part of its Open Advice Review ...