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Showing 3441 - 3450 of 4390 results for "financial Advice"

EQT takes the hit on the battle for Trust

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
... compared to $43 million in financial year 2012. EQT also had to absorb the expenses to implement the Future of Financial Advice (FoFA) and Stronger Super reforms. "We managed to restrict operating expense growth to 6% and as a result, our operating margin ...

IOOF remains confident after reporting growth

LAURA MILLAN  |  FRIDAY, 23 AUG 2013
... generated $6.1 million in pre-tax synergies. Kelaher said that the grandfathering provision of the Future of Financial Advice (FoFA) regulation has discouraged some advisers from changing dealer groups. "But there are still a lot of advisers out there ...

Direct investment option key to retain fund members

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... on the list. Members also consider it important that funds provide communication, free financial education and financial advice. The Member Retention report is the result of an online quantitative and qualitative survey conducted between the July 19 ...

Investor confidence drives advice growth

LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
... 2009 and 2012. The report also found out that 95% of advisers are still facing the challenges of the Future of Financial Advice (FoFA) reforms. Advisers said that the top five challenges relate to administering client opt-ins, administering fee disclosure ...

OneVue confirms Computershare Fund Service takeover

JAMES FERNYHOUGH  |  TUESDAY, 20 AUG 2013
... in Australia. OneVue, which specialises in online investment management and administration solutions for the financial advice, self-managed super fund, self-directed and unit registry sectors, will oversee the transition over the next few months. "OneVue ...

AFS advisers question payment model

LAURA MILLAN  |  FRIDAY, 16 AUG 2013
... Court ruling has made it unlikely that they will receive the money they are owed by the dealer group. In the financial advice space, dealer groups usually set up a brokerage account where fund managers deposit the commissions they owe to the advisers ...

FoFA FDS uncertainty remains

LAURA MILLAN  |  MONDAY, 12 AUG 2013
The Future of Financial Advice (FoFA) regulation needs more changes to eliminate grey areas, but any modifications will have to be legislated to be meaningful. Fee disclosure statements (FDS) are one of the main issues of concern for financial advisers ...

Election result to shape the industry: FPA

LAURA MILLAN  |  FRIDAY, 9 AUG 2013
... FPA views the September 7 election as a challenge and said that it will be pushing for changes in the Future of Financial Advice (FoFA) legislation and more clarity on the Tax Agent Services Act (TASA) 2009. "Moving super aside for a moment, the question ...

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
... access to Provisio Technologies' (Provisio) online scaled advice system via a free online trial. Prior to this the financial advice technology firm's advice tools had been used by major superannuation funds, but the company has now packaged the software ...

Wealth Plus Solutions joins AMP's Genesys network

JAMES FERNYHOUGH  |  THURSDAY, 8 AUG 2013
... Robert Crane said: "Finding a licensee that could support our growth needs was of upmost importance and with financial advice at its heart we know the interests of our advisers and clients are well-represented with Genesys." "Genesys offers a strong ...

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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