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Showing 3611 - 3620 of 4390 results for "financial Advice"

Dean Lombardo wins AFA Excellence in Education Award

MARK STORY  |  TUESDAY, 30 OCT 2012
... Advisers (AFA)'s Excellence in Education Award. Now in its fifth year, the award, recognises the best and brightest financial advice professionals entering the industry. AFA CEO Richard Klipin said the award demonstrated the AFA's ongoing commitment ...

ASIC consults on code approval under FOFA

LINDA HAUSKEN  |  WEDNESDAY, 24 OCT 2012
... ASIC has released its consultation paper on its approach to code approval and relief powers under the Future of Financial Advice (FOFA) regulations, outlining plans to take a facilitative approach to the implementation of the reforms. Australia's corporate ...

ASIC cancel advice firm's AFS licence

LINDA HAUSKEN  |  MONDAY, 22 OCT 2012
... administrator in April. Australian Performance Financial Planning is a financial planning business that provides financial advice for clients with self-managed super funds or similar investments and income protection and life insurance policies. The ...

Core Data: Super members crave quality dialogue

LINDA HAUSKEN  |  FRIDAY, 19 OCT 2012
... points to significant room to improve satisfaction and engagement in the super industry, plus a growing desire for financial advice and information. CoreData's Super Engagement Index is built around the core components of engagement behaviour, satisfaction ...

MLC adds nine inv options to super product

LINDA HAUSKEN  |  THURSDAY, 18 OCT 2012
... also reduced a number of fees and improved the transparency of the product to prepare for the upcoming Future of Financial Advice reforms. Additionally, a buy-sell spreads have been introduced to make transacting more fair and equitable for all members. ...

Accountants to deliver advice under new regime

LINDA HAUSKEN  |  MONDAY, 15 OCT 2012
... deliver advice in-house. Nick Hilton, national manager at MLC Accountant Solutions said that under the Future of Financial Advice (FOFA) reforms these accountants will have to gain a 'class of product' Australian Financial Services Licence. "We believe ...

PC hands down final default super report

ALEX DUNNIN  |  MONDAY, 15 OCT 2012
... years time. Minister Bill Shorten has welcomed the PC's report. "The report endorses the Government's MySuper and financial advice reforms, including the provision of intra-fund advice, which the PC considers important in equipping members with the skills ...

AFA names Female Excellence in Advice finalists

LINDA HAUSKEN  |  FRIDAY, 12 OCT 2012
... of this year's 2012 Female Excellence in Advice Award. The Award is about encouraging more women to consider financial advice as a career, to champion those who excel at it and to take the first step in tackling the gender gap that exists in the industry. ...

Advisers struggle to add value

LINDA HAUSKEN  |  FRIDAY, 5 OCT 2012
Under the Future of Financial Advice opt-in and fee disclosure reforms, many advisers may struggle to offer a strong value proposition to their clients, according to an industry expert. Leith Thomas, director of the Bailey Roberts Group said generally ...

Cambooya appoints new CEO

MELANIE TIMBRELL  |  WEDNESDAY, 3 OCT 2012
... retired earlier this year. Wheatley has a broad-ranging professional background providing strategic business and financial advice to high net worth individuals and charitable groups. She joins Cambooya from Crowe Horwath where she was lead principal ...