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Showing 3111 - 3120 of 4389 results for "financial Advice"

Non-aligned licensee inquiries to rise in 2015

LAURA MILLAN  |  MONDAY, 17 NOV 2014
... said. "We have built up a culture around trust and transparency and we have a strong value proposition in our financial advice network," he added. To put in context, Hagger referred to the regulatory uncertainty and negative media surrounding certain ...

New Fortnum advice business targeting accountants

MARK SMITH  |  WEDNESDAY, 12 NOV 2014
... Fortnum Financial Group has launched a new business targeting accountants aiming to become licenced to provide financial advice. Fortnum Professional Strategies will provide class of product licensing as well as education, training and business coaching ...

AustralianSuper ramps up data-gathering strategy

JAMES FERNYHOUGH  |  TUESDAY, 11 NOV 2014
... entitled 'Hopes and Expectations', asks members what areas of superannuation they are interested in, such as financial advice, investments, retirement options, and insurance. It then asks if there are 'any other topics you would like to see addressed ...

First Super to vote against CBA board members

LAURA MILLAN  |  MONDAY, 10 NOV 2014
... Super will vote against the re-election of two Commonwealth Bank (CBA) board members who served during the bank's financial advice scandal. The fund will use its vote at the forthcoming CBA annual general meeting on November 12 and will oppose the re-election ...

CBA appoints litigators as customer advocates

LAURA MILLAN  |  MONDAY, 3 NOV 2014
... appointed to support individual customers through the program and their services will be available to victims of bad financial advice at no cost. The initiative is part of CBA's program to compensate victims of advice given by financial planners at Commonwealth ...

UK advice giant deVere enters Australia

MARK SMITH  |  THURSDAY, 30 OCT 2014
... in November. "We have far-reaching strategic plans for deVere Australia where demand for expert, independent financial advice from expatriates and globally-focussed investors - who are typically our primary client base - is soaring," said deVere founder ...

Spring FG to pursue more acquisitions

LAURA MILLAN  |  MONDAY, 27 OCT 2014
... "We have appointed KTM Capital to assist us with this growth and in our pursuit of further acquisitions in the financial advice, asset management, insurance, accounting & tax and estate planning sectors," Spring FG managing director Keith Cullen said. ...

Financial Wisdom and Count also subject to higher standards

LAURA MILLAN  |  THURSDAY, 23 OCT 2014
... to higher education standards from today, joining their counterparts at Commonwealth Financial Planning and BW Financial Advice. The new standards apply to all advisers and licensee staff in supervision and monitoring roles. The transitioning to the ...

RI Advice launches cashflow management tool

STAFF WRITER  |  WEDNESDAY, 22 OCT 2014
... the national RI Advice Group network of more than 170 advisers, as part of the group's commitment to quality financial advice using technological innovation. "Our aim is to help our advisers broaden their engagement model by providing the right tools ...

ASIC to crack down on big four, AMP and Macquarie

LAURA MILLAN  |  TUESDAY, 21 OCT 2014
Australia's six largest financial advice firms will be subject to surveillance from the Australian Securities and Investments Commission (ASIC) next year to make sure they comply with high-risk areas of the law. The initiative is part of the regulator's ...