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Showing 321 - 330 of 403 results for "Advice for"

Intrafund advice a sticking point for Stronger Super group

ALISON BEVEGE  |  TUESDAY, 2 AUG 2011
... receiving, the source said. Also at stake was the issue of whether all funds would have to provide basic financial advice for members, the source said. David Whiteley, Industry Super Fund Network chief executive, said while he could not comment on the ...

AMP scales advice for affordability

ELISE BURGESS  |  MONDAY, 18 JUL 2011
AMP has announced a new scalable advice model aimed at creating an affordable product to attract investors who would normally bypass advisers. The My Money Choices model was developed in consultation with financial planners, customers and the Australian ...

Equipsuper builds intra-fund advice

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
... model, creating the Member Adviser service where super members can seek limited financial advice and a statement of advice for a one-off fee of $75. Equipsuper's 54,000 members can now access general, intra-fund and personal advice through its new Member ...

Asgard upgrades eWrap

... eWRAP platform designed to drive greater productivity and profitability by helping advisers to deliver more customised advice for more clients in less time. The enhancements include simplified share and managed funds trading, significant enhancements ...

Telstra Super slash fees

ELISE BURGESS  |  FRIDAY, 27 MAY 2011
... super fund in the past 18 months to expand its member services with previous actions including free financial planning advice for members, discounted health insurance and online tools Road to Retirement and Super Cheat Notes. Martin Crowe, chief executive ...

Free advice sparks Financial Planning Week

ALISON BEVEGE  |  MONDAY, 23 MAY 2011
Financial Planning Week kicks off today with six weeks of free online financial advice for consumers organised by the Financial Planning Association. The free advice is designed to give people a taste of what they could enjoy if they took the step of ...

Advisers sacked, fees halved in "doom" scenario

ALISON BEVEGE  |  MONDAY, 2 MAY 2011
... about 17,800 without FOFA. The report said the reduced number of advisers would nonetheless provide a greater volume of advice for less pay. Estimated fees and commissions paid to advisers in today's dollars would be reduced by more than a third in 2024 ...

New super products and mergers may result - insurers

ELISE BURGESS  |  THURSDAY, 28 APR 2011
... the implications to force them shift their focus. "Life insurers are now going to have to focus on fee for service advice for super and on insurance outside super if they want to stay on a commissions basis structure,' said Richard Weatherhead, director ...

High net worth clients being under advised

ELISE BURGESS  |  THURSDAY, 21 APR 2011
... The Dow Jones Affluent Investor Study found advisers don't do enough to leverage their bonds with clients to provide advice for broader financial needs when it looked at investors' relationships with their firm and adviser. The key under serviced areas ...

More tailored advice for baby boomers: Salt

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
Financial advisers who abandon the 'one-size-fits-all' approach when serving their baby boomer clients are better positioned to grow their business, said Bernard Salt, KPMG partner. Speaking at a Challenger briefing, Salt told over 300 planners and ...