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Showing 3181 - 3190 of 4389 results for "financial Advice"

Mercer reveals confronting life expectancy research

MARK SMITH  |  TUESDAY, 19 AUG 2014
... savings, investment portfolio construction, healthcare and health system load, aged care and the need for personal financial advice. "We know half of all public sector workers - which can fairly be extrapolated to apply to Australia's nearly 8 million ...

Maurice Blackburn mulls class action against Macquarie

LAURA MILLAN  |  MONDAY, 18 AUG 2014
... Australian Securities and Investments Commission (ASIC) identified in Commonwealth Bank's (CBA) compensation of financial advice clients. "This scheme poses the same problems: there is no reference to handing over client files, it doesn't say if interviews ...

AdviserEdge kicks off with "live build"

ALICE URIBE  |  MONDAY, 18 AUG 2014
... days will revamp Latz's personal practice, The Parents Adviser. The Parents Adviser specialises in providing financial advice for families who have a child diagnosed with cancer. Latz, who is also the chairperson of the Cure Our Kids cancer charity ...

CBA dismisses Murray's concerns over vertical integration

LAURA MILLAN  |  THURSDAY, 14 AUG 2014
... all designed to do the right thing by the consumer," he said. Narev argued that "in the spirit of [Future of Financial Advice] FoFA, the intent was to make sure that no matter how you're dealing with a customer, you are dealing in their best interest." ...

CareSuper, Crowe Horwath partner to wind up SMSFs

STAFF WRITER  |  WEDNESDAY, 13 AUG 2014
CareSuper has set up a self-managed super fund (SMSF) wind up service in partnership with accounting and financial advice firm Crowe Horwath. CareSuper noted that the latest figures from the Australian Taxation Office (ATO) point at an increasing trend ...

New report stokes 'Compare the Pair' flames

MARK SMITH  |  WEDNESDAY, 13 AUG 2014
... leveraging existing business banking relationships." The release also said recent "bank-friendly" changes to financial advice laws compound the problem. "As ISA has consistently argued, concentration in banking and vertically integrated financial advice ...

AFA appoints chief commercial officer

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
... a position of influence with a professional association whose core purpose is to influence the fabric of the financial advice profession and the broader financial services sector to achieve great advice for more Australians," Fuchs said.

CBA appoints international experts to oversee advice program

LAURA MILLAN  |  MONDAY, 11 AUG 2014
... Wednesday. Promontory Financial Group will review the processes of CBA's compensation program to victims of poor financial advice between 2003 and 2012. The group will also report periodically on the outcomes of the program, CBA informed. Carmichael ...

ASIC lowers wholesale investor threshold to $2.5 million

LAURA MILLAN  |  MONDAY, 11 AUG 2014
... clarify the definition of retail and wholesale investors. The Corporations Act determines that, when receiving financial advice, SMSF trustees should be classified as retail clients, unless the fund holds over $10 million in assets. However, an SMSF ...

ASIC cracks down on advisers over PI insurance

LAURA MILLAN  |  THURSDAY, 7 AUG 2014
... policy. Each licensee had to provide evidence of their PI insurance arrangements and the regulator identified 98 financial advice licensees that still maintained a security bond with ASIC and contacted them to remind them to apply for its release. The ...