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Showing 301 - 310 of 406 results for "Advice for"

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 ...

Wealth Enhancers boosts team with AFL talent

LAURA MILLAN  |  FRIDAY, 1 MAR 2013
... retiring from the Australian Football League (AFL) at the end of 2012 season. He will focus on providing financial advice for present and former professional athletes. "In my final years of AFL football I started to realise the financial position I was ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... including AustralianSuper, HESTA and LUCRF Super. Provisio has also developed a hosted platform for the provision of scaled advice for both the institutional and independent financial advisor (IFA) markets. With the acquisition, Rubik aims to strengthen ...

Pro bono advice for disaster victims

STAFF JOURNALIST  |  THURSDAY, 7 FEB 2013
Disaster victims will get free financial advice after the Financial Planning Association of Australia yesterday said that it had re-launched a pro bono service. The Financial Planning Association of Australia (FPA) has started the service up again to ...

Bravura and Rice Warner launch new super tool

MARK SMITH  |  THURSDAY, 31 JAN 2013
... Slee, Bravura's managing director, APAC. With this joint service, funds have the ability to generate statements of advice for transactions without the need for advisor intervention. Rice Warner says this type of service increases the engagement between ...

ASIC cancel advice firm's AFS licence

LINDA HAUSKEN  |  MONDAY, 22 OCT 2012
... administrator in April. Australian Performance Financial Planning is a financial planning business that provides financial advice for clients with self-managed super funds or similar investments and income protection and life insurance policies. The ...

Annuities lead US advice requests

ALEX DUNNIN  |  WEDNESDAY, 10 OCT 2012
Annuities are the number one product class US investors are requesting advice for, according to a new report on the US annuities and the insurance sector by Cerullui Associates. "Annuities are the most unsolicited products requested by clients," they ...

Write-down clouds Bendigo's 43% profit tumble

BEN COLLINS  |  MONDAY, 20 AUG 2012
... with IOOF without holding an equity stake. IOOF currently manages approximately $1.3 billion of Bendigo's funds under advice for its wealth customers through the IOOF Pursuit platform. The bank's lending portfolio had fallen more than 70% since its $8 ...