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Showing 3531 - 3540 of 4390 results for "financial Advice"

ASIC delays start date for advisers exam

LAURA MILLAN  |  THURSDAY, 11 APR 2013
... advisers. ASIC said that the objective is to allow appropriate time for other reforms to be implemented in the financial advice sector, referring to the Future of Financial Advice (FoFA) package of reforms. The organisation said that it views the exam ...

EQT creates private wealth management role

LAURA MILLAN  |  WEDNESDAY, 10 APR 2013
... financial services industry. "EQT is positioning itself to ensure it is fully compliant with the new Future of Financial Advice (FoFA) reforms, as well as helping other financial planning organisations meet the 'best interest' and 'know your client' ...

AIA introduces 24 hour insurance processing

LAURA MILLAN  |  TUESDAY, 9 APR 2013
... of Life Insurance Damien Mu said. "Technology has dramatically changed expectations for service delivery and financial advice clients and advisers are no exception." Policies which meet the Auto Complete criteria and which are submitted before 6:00pm ...

UK adviser reforms drive out 9,400 advisers

ALEX DUNNIN  |  THURSDAY, 28 MAR 2013
... toughening the qualification standards so dramatically and so rapidly will limit the availability of affordable financial advice to the general public. However, in a shift similar to what's occurring in Australia and the US, the shock of the GFC and ...

Extension looks likely for adviser tax advice changes

ALICE URIBE  |  WEDNESDAY, 27 MAR 2013
... Agents Services Act (TASA) to financial advisers. Currently financial planners providing tax advice as part of financial advice are exempt from TASA 2009. However the deferral arrangement for planners is due to expire on June 30. Philip Anderson, Association ...

Social networks boost demand for financial advice

LAURA MILLAN  |  WEDNESDAY, 27 MAR 2013
... "Ask an Expert is a great success story originally set up as an opportunity for those who have never received financial advice to dip their toe in the water and experience the benefits of receiving financial advice without the cost," FPA CEO Mark Rantall ...

IRESS launches XPLANtouch app

LAURA MILLAN  |  TUESDAY, 26 MAR 2013
... managed in XPLAN." XPLANtouch and all its functions can be configured to match the corporate branding of each financial advice business. "XPLANtouch can also be packaged as an adviser branded app in app stores to create a fully branded experience for ...

Van Eyk buys Perpetual NZ Co

LAURA MILLAN  |  TUESDAY, 26 MAR 2013
... initiatives by van Eyk, including the purchase of practice management consultancy The Encore Group and the launch of financial advice arm van Eyk Advice. "van Eyk has been assisting New Zealand investors for some years and we look forward to working ...

AFA launches initiative to connect women in advice

LAURA MILLAN  |  MONDAY, 25 MAR 2013
... launched an initiative to provide a network and a professional community for women across the full spectrum of the financial advice industry. The 'Inspire' initiative is addressed not only at financial planners but at paraplanners, support staff and ...

FPA reiterates need for professional qualifications

MARK SMITH  |  THURSDAY, 21 MAR 2013
... an initiative to raise the standards of the financial planning profession, which is in line with the Future of Financial Advice reforms being implemented by the government in July. "This campaign is in line with the FPA's continuous work in raising the ...

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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