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Showing 3061 - 3070 of 4389 results for "financial Advice"

Corporate super adviser body beefs up to face challenges

LAURA MILLAN  |  FRIDAY, 13 FEB 2015
... president for six years as a volunteer. Corporate super advisers are affected by the MySuper and the Future of Financial Advice (FoFA) legislations. The FoFA ban on conflicted remuneration means that they can no longer receive revenue from super funds ...

FPA asks for tax deductible advice in budget submission

LAURA MILLAN  |  THURSDAY, 12 FEB 2015
... the benefits of superannuation and have access to financial literacy to maintain consumer protection. "Making financial advice more affordable for consumers supports the Coalition's superannuation policy to encourage as many Australians as possible to ...

Reconsider life insurance commission ban: ISA

LAURA MILLAN  |  TUESDAY, 10 FEB 2015
... inquiry. ISA noted that the working group, set up by the Financial Services Council (FSC) and the Association of Financial Advice (AFA), said in its interim report that "a no commission arrangement has not been actively considered in this interim report." ...

DeVere expands Australian operations

ALEX BURKE  |  TUESDAY, 10 FEB 2015
DeVere Group, one of the largest financial advice organisations in the world, has launched its second Australian office and named its management team. Following its Melbourne launch in November 2014, deVere has now opened a Sydney office with Richard ...

St George head of advice joins Anne Street

LAURA MILLAN  |  MONDAY, 9 FEB 2015
... responsible for the implementation of the firm's national business strategy. He will also help state managers and their financial advice teams develop and grow multi-channel distribution strategies. "He has a stellar record of success, not just in terms ...

MDS Financial Group to purchase Sequoia Wealth Group

ALEX BURKE  |  THURSDAY, 5 FEB 2015
... software provider and broker MDS Financial Group (MDS) has signed a non-binding term sheet to acquire specialist financial advice firm Sequoia Wealth Group (SWG), it announced today. This follows MDS's acquisition of SWG's minority shareholder, Sequoia ...

Succession planning major issue for advisers

ALEX BURKE  |  WEDNESDAY, 4 FEB 2015
A significant amount of financial advice practices have no effective succession plan in place, according to the Rubik Wealth/Business Health Future Ready VI report. The report aims to comprehensively analyse the health of Australian financial advice. ...

Baby boomers should be wary of generic advice

ALEX BURKE  |  TUESDAY, 3 FEB 2015
... Centre for International Finance and Regulation (CIFR) study has found. The CIFR study examined common Australian financial advice methods to determine their viability for investors over 55. It suggests that advisers are often using "generic" plans for ...

Gen Y saving habits reveal advice opportunity

MARK SMITH  |  WEDNESDAY, 28 JAN 2015
... therefore, little wonder they are feeling stressed. Almost a quarter (24%) used family, friends or colleagues for financial advice in 2014, compared to 16% of total respondents. "It's encouraging to see that Gen Ys are happy to talk to others for financial ...

FPA deal with Cbus sparks super fund interest

LAURA MILLAN  |  TUESDAY, 27 JAN 2015
... members, according to the Rainmaker Advantage Report from June 2014. The agreement allows Cbus members in need for financial advice to get in touch with FPA members. A total of 55 practices have joined the program and they have received around 600 referrals ...