Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 291 - 300 of 403 results for "Advice for"

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 ...

Pro bono advice for bushfire victims

LAURA MILLAN  |  FRIDAY, 25 OCT 2013
The Financial Planning Association (FPA) is asking its members to give pro bono advice to victims of the bushfires in New South Wales. The FPA reminded members of their "wider community responsibility as professional financial planners." In an announcement ...

Aussies mainly concerned about super and retiring

LAURA MILLAN  |  WEDNESDAY, 11 SEP 2013
... adviser during the Financial Planning Week. The FPA 'Ask an Expert' website, where Australians can ask planners for advice for free, received 10,000 visits during last week, which represents four times more than the average amount of weekly visits. However ...

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
... format. Cameron O'Sullivan, chief executive of Provisio, said free access will allow many advisers to use optimised advice for the first time. "Provisio works alongside other systems, so advisers don't have to throw out their existing software to get ...

Plum launches free advice service

LAURA MILLAN  |  WEDNESDAY, 31 JUL 2013
... provider Plum has launched an online advice tool that allows members to tailor content and generate a statement of advice for free. The tool aims at increasing people's engagement with their superannuation and at helping them to plan their financial ...

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... BT Financial head of Platforms Kelly Power said. "We are also seeing more and more baby-boomers ageing and seeking advice for their retirement," she said. Platform funds under advice (FUA) were of $428 billion in March 2013 and are up 11%. FUA are now ...

TASA necessary for customer protection: accountants

LAURA MILLAN  |  WEDNESDAY, 5 JUN 2013
... applying technical aspects of the law into financial planning strategies, we have been applying the effect of tax to advice for ages," Ling said. "The inclusion of financial planners into TASA comes at the same time that the limited AFS licence for accountants ...

SPAA approves government's response to Trio reports

LAURA MILLAN  |  TUESDAY, 30 APR 2013
... Government's response. "The FPA supports all recommendations that aim to improve access to and transparency of financial advice for all Australians," FPA chief executive Mark Rantall said. "We also support recommendations that address our concerns about ...

netwealth creates new national advice group

MARK SMITH  |  WEDNESDAY, 20 MAR 2013
... group for the benefit of all our clients," said netwealth managing director Michael Heine. Simon Micallef, head of advice for the new division says the business is specifically pitched as an alternative to the institutionalised market. "We hope to create ...