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Showing 3191 - 3200 of 4389 results for "financial Advice"

Bowen supports lump sum status quo

JAMES FERNYHOUGH  |  THURSDAY, 7 AUG 2014
... Bowen took the opportunity to lambast the current government's polices on superannuation, the age pension and financial advice. He said Treasurer Joe Hockey had "failed to explain" why Australians "can be reasonably expected to work to 70," saying no ...

Fortnum completes ANZ buy-out

ALICE URIBE  |  WEDNESDAY, 6 AUG 2014
... line with the changing needs and wants of clients. "Our goal has always been to provide world class, objective financial advice, and our clients and member firms felt it was essential to standalone, unencumbered by institutional ties," he said. "Fortnum ...

Countplus' TFS increases equity in advice firm

STAFF WRITER  |  TUESDAY, 5 AUG 2014
Countplus-owned Total Financial Solutions (TFS) has brought a financial advice firm under its Australian financial services (AFS) license and has acquired equity on one of its practices. Hunter Financial Planning will now operate under TFS' license ...

Advice register talks focus on financial advice scope

LAURA MILLAN  |  MONDAY, 4 AUG 2014
... scoped advice. De Gori proposed that the register should capture "every individual in the country who provides financial advice: who they are, who they work for and their work history." However, De Gori noted that capturing everyone "would be very complicated ...

Claims against advice arm have no factual basis: Macquarie

LAURA MILLAN  |  MONDAY, 4 AUG 2014
... million over the past two years to implement new processes, practices and systems to respond to the Future of Financial Advice (FoFA) legislation and to the enforceable undertaking (EU) that it entered with the Australian Securities and Investments Commission ...

Unmet SMSF advice needs a boon for advisers

ALICE URIBE  |  THURSDAY, 31 JUL 2014
... that contribute to a client's satisfaction. "The challenge for advisers is to demonstrate that the value of good financial advice is much broader than investment selection," he said at the report's launch yesterday. "The analysis from SMSF investors ...

New PJC inquiry will "close the loop" on consumer protection

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
... inquiry and the fact that it encourages debate around "if we push up education standards, how do we make sure financial advice remains accessible. "We will see change in education, change in terms of an adviser register and most likely some views from ...

AFA unveils main principles of code of conduct

LAURA MILLAN  |  WEDNESDAY, 30 JUL 2014
... new Tax Agent Services Act (TASA) requirements, as well as the recommendations of past Senate inquiries into financial advice. Speaking about the recent and future regulatory changes, and the continuous presence of financial advice in the public debate ...

Fitzpatricks hires former CFSGAM head of marketing

JAMES FERNYHOUGH  |  WEDNESDAY, 30 JUL 2014
... expected by advisers and clients as we continue to grow." He went on: "Having watched the rollout of the Future of Financial Advice amendments and the subsequent media attention around the value of financial planning, we see it as an unprecedented opportunity ...

BT makes key distribution role appointment

LAURA MILLAN  |  MONDAY, 28 JUL 2014
... of her new role, she will be responsible for the distribution of BT's platform and insurance products in the financial advice market, a BT spokesperson confirmed to Financial Standard. "She will be leveraging her skills and capability to work closely ...