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Showing 3381 - 3390 of 4390 results for "financial Advice"

FSC asks Son of Wallis Inquiry to focus on export growth

LAURA MILLAN  |  FRIDAY, 13 DEC 2013
... Brogden said. The FSC said that it will develop a "considered, multi-faceted submission to the inquiry." The financial advice associations have broadly welcomed the terms of reference, but have made some suggestions to the Treasury's initial document. ...

Advisers "hopeful" to hear FoFA changes before 2014

LAURA MILLAN  |  FRIDAY, 13 DEC 2013
The financial advice sector is hopeful that the government will make public the proposed changes to the Future of Financial Advice (FoFA) regulation before the end of the year. "It is a question of timing, but we are hopeful this can be solved before ...

One-stop-shop firms surge to gain scale against big instos

LAURA MILLAN  |  THURSDAY, 12 DEC 2013
... and left self-licensed advisers in a weaker position. However, having left the uncertainties of the Future of Financial Advice (FoFA) regulation behind, advisers look for different ways to face the challenges of the post-GFC world without losing their ...

Praemium strikes deal with RBS

JAMES FERNYHOUGH  |  TUESDAY, 10 DEC 2013
... The platform is compliant with the UK's Retail Distribution Review (RDR), the UK equivalent of the Future of Financial Advice (FoFA) reforms which came into effect at the beginning of 2013. RDR will come into effect in Jersey on 1 January 2014. Praemium ...

FPA to lobby against FoFA redundancy

LAURA MILLAN  |  THURSDAY, 5 DEC 2013
... Planning Association (FPA) will lobby to take the opt-in requirement and other redundancies out of the Future of Financial Advice (FoFA) reforms as soon as the government issues its proposal to amend the legislation. "Opt-in is redundant in a fee-for-service ...

Van Eyk appoints acquisitions specialist

MARK SMITH  |  FRIDAY, 29 NOV 2013
... chief executive Mark Thomas said the appointment signalled the van Eyk's intentions to grow its footprint in financial advice. It follows the recent appointment of former BT portfolio manager Robert da Silva as head of manager research and deputy chief ...

Performance, fees still major retention risk

ALEX DUNNIN  |  FRIDAY, 29 NOV 2013
... advice were also more likely to come from wealthier households and receive higher annual incomes, reinforcing how financial advice is predominantly a service utilised by people in the top 40% of incomes, noted the research. Even though employment is ...

Fund managers rethink distribution approach after FoFA

LAURA MILLAN  |  WEDNESDAY, 27 NOV 2013
... institutional distribution teams closer together to reflect industry consolidation brought on by the Future of Financial Advice (FoFA) reform. Aberdeen picked up on the trend early when it merged its retail and distribution team two years ago. Financial ...

Accountants cautious to enter advice space

LAURA MILLAN  |  TUESDAY, 26 NOV 2013
... some have actually withdrawn their application," Elvy said. Elvy said the figures were not surprising, despite financial advice industry voices saying that accountants would flood the advice space when the limited license came into place early this year. ...

BetaShares set to increase adviser focus

LAURA MILLAN  |  TUESDAY, 26 NOV 2013
Exchange traded funds (ETF) provider BetaShares will increase its presence in the financial advice space with the newly created role of director of Adviser Services. Lyndall James has been appointed to the role and she will be responsible for leading ...

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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