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Showing 3151 - 3160 of 4389 results for "financial Advice"

Ray White to launch financial advice dealership

JAMES FERNYHOUGH  |  MONDAY, 15 SEP 2014
Real estate business Ray White has confirmed it is moving into financial advice with the launch of planning dealership Wealth Market. Describing the business as "a financial planning dealership that aims to change the way financial advice isA perceived ...

Forget about national advice exam, focus on training: CPA

LAURA MILLAN  |  THURSDAY, 11 SEP 2014
... ensuring a financial adviser has the requisite competence to adequately perform their duties and provide quality financial advice to instead strategies for passing an examination." Both organisations exposed their position regarding adviser education ...

Advisers ask for segmented education standards

LAURA MILLAN  |  WEDNESDAY, 10 SEP 2014
... eight advisers reflected on the challenges that the industry is facing at the moment. Semi-finalist and Mercer Financial Advice adviser Nadia Cassidy compared advice to the formal segmentation that's already established within the accounting profession. ...

Advisers must attend ethics classes, say ISA and AIST

JAMES FERNYHOUGH  |  WEDNESDAY, 10 SEP 2014
... have made measures such as mandatory ethics classes important for investor confidence. "The reputation of the financial advice industry is in tatters. Improved educational standards are important, but iron-clad consumer protections that remove conflicts ...

Instos offer advice at a loss to drive product sales: EY

LAURA MILLAN  |  TUESDAY, 9 SEP 2014
... has not been well articulated or understood," EY said. The document argued that the provisions of the Future of Financial Advice (FoFA) reforms have been heavily debated, but the real policy "elephant in the room" remains the economic model of some aligned ...

Challenger supports default 'MyPension' product

JAMES FERNYHOUGH  |  TUESDAY, 9 SEP 2014
... and the experience necessary to make good choices themselves; they cannot afford, will not seek or do not trust financial advice; and they have behavioural biases that impair their decision making." A default product, it said, would also save retirees ...

Institutions' bid to raise adviser education not genuine: FSU

LAURA MILLAN  |  MONDAY, 8 SEP 2014
... qualification standards alone." The submission added that "the competency, transparency and overall integrity of any financial advice a consumer receives needs to match the inherent trust that is provided by consumers when they consult with a planner ...

Cbus launches self-managed option

JAMES FERNYHOUGH  |  MONDAY, 8 SEP 2014
... read the Cbus Self Managed Investment Guide to consider the benefits and risks of direct investing and obtain financial advice, through Cbus' referral services to a Certified Financial Planner sourced under our Professional Practice Referral Program ...

Super fees drop as fund war rolls on

LAURA MILLAN  |  MONDAY, 8 SEP 2014
... sub-segments falling as much as 20%. The decline is attributed to the introduction of MySuper and the Future of Financial Advice (FoFA) reform. Other contributors have been technology change, consumers' growing preference for low-cost products and the ...

Ties between product and advice "archaic": FPA

ALICE URIBE  |  FRIDAY, 5 SEP 2014
... submission to inquiry, the FPA described the current regulatory and cultural ties between financial products and financial advice as "archaic." "Financial advice has more to offer investors than the distribution of financial products, and the separation ...