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Showing 341 - 350 of 403 results for "Advice for"

More funds adopt intra-fund advice

RUTH LIEW  |  FRIDAY, 5 FEB 2010
... advice arena. Plum Financial Services is currently working on a "graduated advice model" that incorporates intra-fund advice for members. The new service will be rolled out in the next two months, said Dave Woodall, general manager, client and member ...

Sentry selects van Eyk

COMPANY RELEASE  |  MONDAY, 18 JAN 2010
... encompass 330 financial advisers, access to iRate, van Eyk's investment research portal, as well as investment consulting advice for model portfolio creation. Each individual financial planning practice firm in the Sentry Group gets access to irate. ...

UniSuper rolls out advice service

COMPANY RELEASE  |  MONDAY, 30 NOV 2009
... research employees and will be exclusive to its members and partners. "UniSuper has been providing limited financial advice for many years, our members told us they wanted access to comprehensive financial advice from someone who really understood the ...

Not proud of Storm involvement: Norris

RUTH LIEW  |  THURSDAY, 1 OCT 2009
... suspend repayments for Storm loan holders to the end of August and that it would pay for the cost of legal and financial advice for its affected customers. In early August, the bank announced customers affected by the collapse of the firm would be given ...

FPA 2009 Value of Advice Awards

FPA ANNOUNCEMENT  |  THURSDAY, 3 SEP 2009
... Australia's (FPA) 2009 Value of Advice Awards. The VOA Awards recognise FPA members who demonstrate 'best practice' financial advice for their clients, while also promoting the professionalism of FPA practitioner members. It is a great opportunity for ...

Aon appoints advice general manager

COMPANY RELEASE  |  WEDNESDAY, 26 AUG 2009
Aon Advice has appointed Jayson Walker as general manager of advice for Aon Wealth Management Limited and Aon Financial Planning & Protection Limited. He takes on this newly created role after acting as a regional manager of Aon's adviser network during ...

Paraplanners left out of planning reforms, for now

MICHAEL HOBBS  |  TUESDAY, 11 AUG 2009
... qualification," she said. "The issue is they don't necessarily deal with clients on their own or sign-off on statements of advice for example and that's our focus." This comes after the FPA and Association of Financial Advisers (AFA) both pushed for ...

Gupta joins AMP Capital board

COMPANY RELEASE  |  WEDNESDAY, 5 AUG 2009
... financial planning group, Gupta was also chief executive at Ipac Securities for 12 years and was general manager of advice for the group's owner AXA Asia Pacific Holdings from 2002. Brian Clark, chair at AMP Capital Investors, said Gupta's experience ...

Sunsuper extends planning service

MICHAEL HOBBS  |  THURSDAY, 30 JUL 2009
... upgraded the fund's financial planning capability with On Track, a program which provides tailored on-going financial advice for members for free if the member has all their super in the fund. The super fund is targeting members 40 years and older for ...

ASIC lifts restrictions on intra-fund advice

MICHELLE BALTAZAR  |  FRIDAY, 10 JUL 2009
... millions of members have access to "low-cost" basic advice even under current laws. One super fund, QSuper, provides advice for as low as $300, drawing on its scale to cut its costs. Yet according to data from super admin provider Pillar, the number ...