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Showing 3291 - 3300 of 4390 results for "financial Advice"

US fight over adviser fiduciary rules nears end

ALEX DUNNIN  |  THURSDAY, 17 APR 2014
... products will make delivering this advice to consumers too expensive and thus consumers will miss out on the financial advice they are demanding. "One of the challenges facing the advisory industry is simply helping potential clients understand the value ...

ASIC permanently bans 'tombstoning' adviser

LAURA MILLAN  |  WEDNESDAY, 16 APR 2014
... clients and variations to insurance contracts. Vyas' conduct occurred when he was an authorised representative of financial advice companies Lionsgate Financial Group and HNW Planning. In February 2014, Vyas was convicted and sentenced to 2 years imprisonment ...

TPB releases tax advice definition in YouTube video

LAURA MILLAN  |  MONDAY, 14 APR 2014
... video uploaded to the TPB's YouTube channel last week, the organisation's chair Ian Taylor explained that tax financial advice services are those provided by an Australian Financial Services Licensee (AFSL) or their representative. It needs to be provided ...

Advisers at risk of losing three in 10 clients

MARK SMITH  |  MONDAY, 14 APR 2014
Almost three in 10 (28.6%) Australians who currently receive financial advice are at risk of leaving their adviser, according to new research from CoreData. CoreData's 2014 Keys to Growth Report found those most at risk were less likely to have received ...

Synchron recruits admin staff to cope with adviser demand

LAURA MILLAN  |  FRIDAY, 11 APR 2014
... put applications on hold and was waiting for more certainty on the grandfathering provisions of the Future of Financial Advice (FoFA) reforms. The initial provisions prevented advisers from keeping their grandfathered commissions when changing dealer ...

FPA announces winners of research grants

LAURA MILLAN  |  THURSDAY, 10 APR 2014
... research in November. Griffith University will work on the economic, financial and psychological benefits of financial advice and the lead investigator is Julie Knutsen, working with associate professors Mark Brimble and Robyn Cameron. The consortium ...

SSFS appoints general manager to drive expansion

LAURA MILLAN  |  THURSDAY, 10 APR 2014
... ongoing commitment to growth and to building on State Super Financial Services' imperative of making public sector financial advice more accessible." Panaretos was the principal and business development manager for Mercer Investments where he was responsible ...

Advisers under threat from robot replacements

LAURA MILLAN  |  WEDNESDAY, 9 APR 2014
The financial advice profession is likely to disappear and planners could be replaced by robots. That is the finding of a new study which reveals that machines could easily provide financial advice to consumers thanks to complex algorithms. Financial ...

ASIC should regulate SMSFs as a financial product: PwC

LAURA MILLAN  |  WEDNESDAY, 9 APR 2014
... investors. ASIC should also "develop a surveillance process similar to that employed to monitor the provision of financial advice." The regulator should also monitor and test SMSF trustees' requirement to have a documented investment strategy that specifies ...

PROFILE: Bernie Ripoll

LAURA MILLAN  |  WEDNESDAY, 9 APR 2014
As the Future of Financial Advice (FoFA) debate rages on, Shadow Financial Services and Superannuation Minister Bernie Ripoll looks back at its inception. Laura Millan A reports. At the beginning, the future of financial advice was in the hands of Bernie ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI  |   12:01PM
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI  |   11:30AM
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI  |   12:13PM
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI  |   11:50AM
Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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