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Showing 3331 - 3340 of 4390 results for "financial Advice"

Intra-fund advice is low-cost

STAFF WRITER  |  TUESDAY, 18 MAR 2014
... ASFA said this reinforced separate ASIC research that found around one-third of fund members prefer to receive financial advice 'as required' as opposed to a comprehensive plan. ASFA Chief executive Pauline Vamos said intra-fund advice is cost effective ...

Rubik appoints head of sales

LAURA MILLAN  |  FRIDAY, 14 MAR 2014
... as Rubik national head of sales. He will focus on increasing the adoption of Rubik's wealth solutions across financial advice and institutional wealth segments. Fitzgerald has 15 years' experience within the financial services industry and has hold roles ...

Onus on consumers to ask about commissions: Sinodinos

JAMES FERNYHOUGH  |  WEDNESDAY, 12 MAR 2014
... according to Assistant Treasurer Arthur Sinodinos. Defending the government's proposed amendments to the Future of Financial Advice (FoFA) reforms on ABC's Lateline last night, Sinodinos said consumers must quiz financial advisers to discover whether ...

FoFA amendments will reduce quality of advice: lawyer

JAMES FERNYHOUGH  |  TUESDAY, 11 MAR 2014
The government's proposal to amend the best interest duty section of the Future of Financial Advice (FoFA) reforms are "inconsistent with the nature of a best interests duty" and will "reduce the overall quality of financial advice", according to legal ...

Providers not meeting demand for aged care products

LAURA MILLAN  |  TUESDAY, 4 MAR 2014
... providers will start delivering tools adapted to the new legislation soon. "It is such a growing area within financial advice, but one we haven't cemented yet and organisations are finding it difficult to meet our demand for new tools," she explained. ...

Advised pre-retirees more confident about retirement

LAURA MILLAN  |  FRIDAY, 28 FEB 2014
... super funds is the most valuable service to 59.5% of pre and post-retirees, whether their fund currently offers financial advice or not. This is followed by financial counseling, with 55% of respondents saying it is the most important service a super ...

FoFA changes could start before May: Sinodinos

LAURA MILLAN  |  WEDNESDAY, 26 FEB 2014
Assistant Treasurer Arthur Sinodinos told the Senate Standing Committee on Economics today that Future of Financial Advice (FoFA) proposed amendments could come into effect "earlier than May." The senator was asked during the Australian Securities and ...

PROFILE: Centric Wealth CEO Phil Kearns

JAMES FERNYHOUGH  |  WEDNESDAY, 26 FEB 2014
... executive ofA Centric Wealth Phil Kearns tells JamesA Fernyhough that there are more similarities between rugby and financial advice than first meet the eye. For a future Wallabies captain, Phil Kearns' rugby career did not have the auspicious start ...

ClearView reports $9.1 million profit

JAMES FERNYHOUGH  |  WEDNESDAY, 26 FEB 2014
... and underlying NPAT of $9.1 million. The latter figure represents a 7% rise from the same period last year. The financial advice and life insurance provider saw a growth in funds under management of 14%, hitting $1.63 billion. It also saw the number ...

Treasury looks at further FoFA amendments

JAMES FERNYHOUGH  |  TUESDAY, 25 FEB 2014
... chosen super fund, providing ongoing advice to members. This is called a 'plan service fee'. Under the future of financial advice (FoFA) reforms, this is considered to be a conflict of interest and is banned. However, Latto said he is "much more than ...

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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