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Showing 3591 - 3600 of 4390 results for "financial Advice"

Mortgage Choice Financial Planning open for business

MARK SMITH  |  TUESDAY, 11 DEC 2012
... Financial Planning spokesperson added that the move had been deliberately timed to coincide with the Future of Financial Advice reforms in a bid to win new business. "The timing is good," she explained. "The proposition has been tested thoroughly along ...

Wealth CEO's lambast regulatory reforms

BEN COLLINS  |  MONDAY, 10 DEC 2012
... today. Many leaders in the wealth management industry don't think that new regulation, such as the Future of Financial Advice reforms (FoFA) and Stronger Super even pass a simple cost-benefit test, said John Brogden, chief executive, Financial Services ...

Jury out on AFSL uptake by accountants

BEN COLLINS  |  THURSDAY, 6 DEC 2012
... services such as tax compliance might not be effected, but those with a business that relies on providing limited financial advice probably wont have a choice, said Vicki Stylianou, executive general manager, public affairs, the Institute of Public Accountants. ...

New ipac managing director for AMP

MARK SMITH  |  WEDNESDAY, 5 DEC 2012
... 2007," Waddell said. "He now takes the reins of a business that has a strong reputation for delivering quality financial advice." The appointment forms part of AMP's review of its advice businesses following its merger with AXA in 2011. AMP's other licensee ...

Advisers must gravitate from engagement to guidance: Mercer

BEN COLLINS  |  MONDAY, 3 DEC 2012
... order to succeed, thanks especially to technology, and intra-fund advice in superannuation, said Jo-Anne Bloch, financial advice leader, Mercer. Consumers have always wanted simple feedback, but the industry has in some cases become used to delivering ...

Draft regulation released for Accountant Exemption

BEN COLLINS  |  THURSDAY, 29 NOV 2012
... released yesterday by the Minister for Financial Services and Superannuation that could see accountants provide more financial advice if it passes into law. Minister Bill Shorten released the draft regulation which he said will expand access to financial ...

FPA praises 'truth in labelling' legislation

MARK STORY  |  THURSDAY, 29 NOV 2012
... Draft legislation released yesterday states that only those fully licensed and authorised to provide personal financial advice are actually entitled to call themselves a financial planner/adviser. Currently, under the Corporations Act 2001, there is ...

Super funds told to embrace tech

BEN COLLINS  |  THURSDAY, 29 NOV 2012
... digital technology, Milesi said. Today, members are comparing financial products online, increasingly accessing financial advice with technology and scoping out companies, even super funds, by looking at their social media platforms, she said. "You are ...

Yellow Brick Road targets Big Four bank employees

MARK SMITH  |  MONDAY, 26 NOV 2012
... professionals to fill posts for its new Wealth Agents business, aimed at providing a bespoke and flexible mobile financial advice service to mums and dads. The announcement comes just weeks after the financial services firm launched an assault on the ...

Super reforms should not kill off smaller funds: Quadrant

MARK SMITH  |  FRIDAY, 23 NOV 2012
Super and financial advice reforms don't necessarily have to put small super funds under the pump, according to Quadrant Super CEO Wayne Davy. It is widely anticipated that reforms such as MySuper, and the downward pressure on fees that result, will ...

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 Funds 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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