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Showing 3201 - 3210 of 4389 results for "financial Advice"

Macquarie tight-lipped on EU details

LAURA MILLAN  |  FRIDAY, 25 JUL 2014
... 11,500 hours in face-to-face adviser training in the past two years as part of the implementation of the Future of Financial Advice (FoFA) regulatory changes. The EU is subject to independent oversight by ASIC and KPMG as independent expert. The group ...

ASIC obtains court orders against former Ballast adviser

LAURA MILLAN  |  THURSDAY, 24 JUL 2014
... has issued orders to restrain a former Ballast Financial Management authorised representative from providing financial advice and dealing in financial products. The Australian Securities and Investments Commission (ASIC) obtained the orders against Western ...

FSC's Storniolo leaves to join BT

LAURA MILLAN  |  TUESDAY, 22 JUL 2014
... month. The FSC has not yet replaced Storniolo, who used to lead the organisation's advocacy efforts in relation to financial advice, including the Future of Financial Advice (FoFA) reform, the Tax Agents Services Act (TASA), advice competency and value ...

BT asks for full adviser disclosure to consumers

LAURA MILLAN  |  MONDAY, 21 JUL 2014
... available to consumers." The AFA chief executive Brad Fox admitted that "the rebuilding of consumer trust in financial advice will need to overcome several hurdles, but the adviser register is a step in the right direction." "Transparency builds trust ...

Gen Ys most keen on intra-fund advice

LAURA MILLAN  |  FRIDAY, 18 JUL 2014
Financial advice might be the key to engaging young super fund members, with a new survey revealing that half of Gen Ys who have not used their fund's intra-fund advice services before, intend to do so in the future. The 2014 CoreData Member Engagement ...

FEATURE: The metamorphosis of custody

JAMES FERNYHOUGH  |  FRIDAY, 18 JUL 2014
... branches of financial services. It doesn't have the excitement of asset management, the endless controversy of financial advice, or the sheer enormity of superannuation. It is a vital but boring service, and that's that. But dig down a bit and there ...

Large strides made towards automated advice

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
Financial advice given by modelling tools is set to become the new normal in Australia's financial services industry, where data collection and management techniques advance at a fast pace. "The most basic advice will be driven by automated tools," ...

Australian Unity added 14 planning practices in a year

MARK SMITH  |  THURSDAY, 17 JUL 2014
... firms-most of whom refer their clients to Australian Unity financial advisers and mortgage brokers for specialist financial advice. "Australian Unity appeals to accountants in particular because we give them a choice of providing financial services in-house ...

Cormann tables adviser register to "weed out bad apples"

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... additional requirements by the Palmer United Party and the Australian Motoring Enthusiasts Party on the Future of Financial Advice (FoFA) legislation. Cormann also noted that the initiative follows recommendation 44 of the Senate Economics Committee ...

ASIC concerned about SMSFs, warns spruikers

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... concerning trends" in the implementation of the limited AFS licence for accountants who want to provide some financial advice. The commissioner mentioned "inadequate or no evidence of RG146 training course," inadequate coverage of professional indemnity ...