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Showing 3411 - 3420 of 4390 results for "financial Advice"

Jenny Brown named AFA Adviser of the Year

MARK SMITH  |  WEDNESDAY, 16 OCT 2013
... Dinner at the AFA Conference on the Gold Coast last night, AFA chief executive Brad Fox said the future of the financial advice profession is set to thrive with Brown as a role model. "Jenny is an outstanding inspiration for other advisers and we believe ...

Tailor advice to each generation: research

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
... area." Connecting with Clients reports on the communication preferences of a total of 530 clients of leading financial advice practices who participated in the Client Experience Survey (the Survey). The survey was conducted by the Beddoes Institute ...

70 pct retirees see advisers

LAURA MILLAN  |  TUESDAY, 15 OCT 2013
Clients prefer face to face interaction, like long statements of advice, want to receive financial advice and are willing to trust their advisers. The above is not a snapshot of the Aussie market in the 60s, but a portrait of how pre-retirees think ...

Sinodinos confirms election promises will be met

MARK SMITH  |  MONDAY, 14 OCT 2013
... applause by delegates at the Association of Financial Advisers (AFA)'s annual conference. Turning to the Future of Financial Advice (FoFA) reforms, Sinodinos acknowledged that the advisory community had taken a "shellacking" under the previous regime. ...

COIN updated software focuses on scaled advice

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
... contributions optimiser, investment choice within super and insurance. The updated software also focuses on Future of Financial Advice (FoFA) compliance. "COIN 4.2 will provide advisers with the flexibility and clarity required to manage FOFA, including ...

Midwinter adapts planner software to client profile

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... life stage." A new standard statement of advice (SOA) has been rewritten to make it compliant with the Future of Financial Advice (FoFA) reforms and the best interest duty. The new SOA focuses on self-managed super funds (SMSFs), portfolio review, portfolio ...

Guardian Advice benefits from planner "flight to security"

LAURA MILLAN  |  WEDNESDAY, 9 OCT 2013
... growth in adviser numbers as soon as the new government amends the grandfathering provision of the Future of Financial Advice (FoFA) regulation. "We can see a change in the way the new government is operating and we have a feeling that it will rectify ...

Advisers to get social media insight at AFA Conference

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
Financial planners at the Association of Financial Advice (AFA) Conference will receive a unique insight on social media through Twitter co-founder Dom Sagolla. Sagolla will be the main platform speaker at this year's AFA Conference, which will be held ...

75,000 SMSFs non-compliant: ATO

LAURA MILLAN  |  TUESDAY, 8 OCT 2013
... and of course you'd like everyone going faster," he admitted. Colley noted that reforms such as the Future of Financial Advice (FoFA) and Super Stream are "speeding things up" and stressed the need of everyone in the financial services industry to understand ...

ISA asks for scaled, affordable advice

LAURA MILLAN  |  FRIDAY, 4 OCT 2013
... a document outlining the organisation's policy priorities for the period from 2013 to 2016, ISA stated that "financial advice should be affordable, in members' best interests and appropriate to their needs." The organisation, which yesterday announced ...

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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