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Showing 3511 - 3520 of 4390 results for "financial Advice"

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
... netwealth executive director Matthew Heine said. Heine also said that changes had been made to the Freedom of Financial Advice (FoFA) friendly Super and Wealth Accelerator products which were launched in October 2012. The basic netwealth Wealth Acelerator ...

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
... BT Financial Group has updated its Wrap Desktop and AdviserNET to assist advisers prepare for their Future of Financial Advice (FoFA) obligations. "Advisers now have administrative support for most of their obligations around fee disclosure statements ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
... 2012 COIN acquisition agreement, Macquarie continued to service the majority of COIN's boutique (independent financial advice) clients, under a licence from COIN, with the renamed software Visor. Wilson said this agreement means Rubik will now service ...

Planner numbers drop on FoFA changes

ALICE URIBE  |  FRIDAY, 17 MAY 2013
... (FPA) general manager of policy and standards Dante De Gori said that increased regulation and the Future of Financial Advice (FoFA) changes may have lead to some financial advisers deciding to leave the profession. "The early consequence of regulatory ...

Suncorp Advice appoints practice development manager

MARK SMITH  |  THURSDAY, 16 MAY 2013
... maintaining professional standards and how to bring their businesses in line with fee-for-service and Freedom of Financial Advice (FoFA) requirements. "Suncorp Advice is a key channel which specialises in offering quality life risk solutions to independent ...

Budget gets nod of approval from industry bodies

JAMES FERNYHOUGH, MARK SMITH  |  WEDNESDAY, 15 MAY 2013
... small financial planning businesses will receive no support from Government with the implementation of Future of Financial Advice laws on 1 July," De Gori said. Australian Institute of Superannuation Trustees (AIST) chief executive Tom Garcia said confidence ...

SFG pursues mergers on WHK suspension

ALICE URIBE  |  WEDNESDAY, 8 MAY 2013
Financial advice firm SFG Australia (SFGA) is actively pursuing mergers with other accountancy firms, after making the decision to withdraw its proposal with WHK (WHK) Group yesterday. SFGA managing director Tony Fenning told Financial Standard that ...

Tool automates FDS creation

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
... cost of doing it automatically is about $12,000. The company has launched the product ahead of the Future of Financial Advice (FoFA) reform, which will commence in July 1, 2013. However, it expects demand to boost in August or September, as adviser practices ...

SPAA approves government's response to Trio reports

LAURA MILLAN  |  TUESDAY, 30 APR 2013
... Government's response. "The FPA supports all recommendations that aim to improve access to and transparency of financial advice for all Australians," FPA chief executive Mark Rantall said. "We also support recommendations that address our concerns about ...

Count eyes accounting firms

LAURA MILLAN  |  TUESDAY, 30 APR 2013
Count Financial (Count) sees great opportunity for accountants to provide financial advice, and is training 11 accounting firms to become autorised representatives of Count. On July 1, 2013, accountants will be able to provide advice under new conditional ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
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
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
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
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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