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Showing 3621 - 3630 of 4393 results for "financial Advice"

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 ...

ASIC releases proposed conflicted remuneration guidelines

BEN COLLINS  |  TUESDAY, 2 OCT 2012
ASIC has released proposed guidance on the conflicted remuneration ban, as part of the Future of Financial Advice (FOFA) reforms. The ban on conflicted remuneration includes commissions and volume-based payments in relation to advice about retail investment ...

ASIC civil case a dead duck: Storm founders

MELANIE TIMBRELL  |  THURSDAY, 20 SEP 2012
... against the pair in 2010 alleging breach of duties under the Corporations Act by providing a one-size-fits-all financial advice service that did not appropriately differentiate between clients' individual circumstances. Negligence and providing false ...

Money Solutions partners with ING DIRECT

LINDA HAUSKEN  |  WEDNESDAY, 12 SEP 2012
... list." Money Solutions recently announced the significant milestone of delivering its 100,000th piece of personal financial advice. This achievement highlights the relevance of the scaled advice model which provides relevant and affordable financial ...

Sunsuper creates new product division

LINDA HAUSKEN  |  TUESDAY, 11 SEP 2012
... manager, product to its Brisbane office. The newly created division will look after a range of super, insurance, financial advice and retirement income products, with plans to expand the number of staff in the team, including the appointment of three ...

COIN software FoFA ready: Rubik

BEN COLLINS  |  MONDAY, 10 SEP 2012
... Limited said today that its updated financial planning software, COIN version 4.0 is compliant with the Future of Financial Advice (FoFA) reforms. New functions have been included that allow users to meet the fee disclosure and opt in requirements of ...

GBST Composer suite FoFA ready

LINDA HAUSKEN  |  FRIDAY, 7 SEP 2012
... provider, GBST claims that its Composer suite is the first market ready response to the controversial Future of Financial Advice legislation. GBST Compose is a platform that aims to reduce the impact of the transition while delivering superior service ...

Swift resolution sought on Storm trial

MELANIE TIMBRELL  |  WEDNESDAY, 5 SEP 2012
... evidence the trial could stretch out to March next year. The trial concerns the collapse of the Townsville-based financial advice company which led to the loss of close to $4 billion by thousands of retail investors. ASIC is currently involved in action ...