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Showing 3521 - 3530 of 4390 results for "financial Advice"

ASIC MDA review requires further clarity: IMAP

ALICE URIBE  |  TUESDAY, 30 APR 2013
... to ASIC highlighted some concerns. "These changes brings MDAs into line with the wider changes which Future of Financial Advice (FoFA) has brought to the advisory industry with greater focus on best interest tests, disclosure and opt-in," the submission ...

Opposition and VOFF criticise response to Trio report

LAURA MILLAN  |  MONDAY, 29 APR 2013
... the Australian Taxation Office (ATO). "This response, together with far-reaching reforms such as the Future of Financial Advice and Stronger Super, will improve trust and confidence and enhance investor protection," Shorten said. Some $176 million was ...

Rainmaker Group appoints Professional Standards Officer

ALICE URIBE  |  MONDAY, 29 APR 2013
Financial advice expert Trevor Harris joins the Technical Services team of Rainmaker Group this month in the newly-created role of Professional Standards Officer. In his new role, Harris will be responsible for the implementation and monitoring of the ...

Practitioners ill equipped for business sale

MARK SMITH  |  WEDNESDAY, 24 APR 2013
... planners considering selling their practices, according to Centurion Market Makers director Chris Wrightson. The financial advice business broking specialist said that despite the rise, many business owners are still ill equipped to get the best result ...

Industry under-prepared for SuperStream: Bravura

MARK SMITH  |  MONDAY, 22 APR 2013
... busy juggling other priorities to update back-office systems. These include regulatory reforms such as Future of Financial Advice (FoFA) and MySuper, the need to retain clients, stemming the loss of business to self-managed superannuation funds (SMSFs). ...

IPA and SPAA sign SMSF collaboration agreement

STAFF WRITER  |  FRIDAY, 19 APR 2013
... IPA in recent years to advance policy issues and support their members and others engaged in the provision of financial advice. We look forward to building on our collective advocacy efforts to achieve strong member benefits. The agreement comes as the ...

Commonwealth Financial Planning restructures adviser remuneration

LAURA MILLAN  |  THURSDAY, 18 APR 2013
... supports the fee-for-service model," FPA chief executive Mark Rantall said. "Clearly all firms need to be Future of Financial Advice (FoFA) compliant by 1 July and a balanced scorecard approach, which focuses on service and customer outcomes, is definitely ...

One third of SMSF advice is poor: ASIC

ALEX DUNNIN  |  THURSDAY, 18 APR 2013
An ASIC report examining the quality of financial advice received by self managed super fund (SMSF) trustees and potential trustees has found that while most advice quality is adequate, there is a trend towards recommending SMSFs as the default solution. ...

CFS creates wrap platform for Infocus

ALICE URIBE  |  THURSDAY, 18 APR 2013
... full-service wrap platform to assist advisers in meeting the regulatory requirements of the incoming Freedom of Financial Advice (FoFA) regime. The platform, called 'Ultimate' consists of a superannuation and pension service as well as an investment ...

LUCRF ramps up advice

LAURA MILLAN  |  MONDAY, 15 APR 2013
... said. "We think that a face to face meeting is the most effective way in these sorts of matters because we use financial advice software and simulators that help us demonstrate members the implications of eventual choices," White said. The fund has divided ...

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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