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Showing 3651 - 3660 of 4393 results for "financial Advice"

AFA releases draft code of conduct

BEN COLLINS  |  THURSDAY, 19 JUL 2012
... development adherence. "As the FoFA debate has unfolded, it has become increasingly clear that the future of the Financial Advice industry would be based upon an increased level of professionalism and that this would be largely driven by professional ...

Fix churn with watch list: AFA

MELANIE TIMBRELL  |  MONDAY, 16 JUL 2012
... important to stop the practice, action should be focused upon those advisers who churn, rather than the whole financial advice industry. It is also important that we clearly define what churn is and start to measure it." The AFA's submission on churning ...

BT flags wealth "land grab"

MELANIE TIMBRELL  |  THURSDAY, 12 JUL 2012
... Butterworth said. In total 23 practices have signed with BT Select, including 10 who moved from BT Magnitude. "The financial advice industry is undergoing massive change driven by regulatory reform, market forces and merger and acquisition activity," ...

My Adviser offers accountants licensing package

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
... an Australian Financial Services Licence (AFSL), but the proposed removal of the exemption under the Future of Financial Advice (FOFA) regulation will force accountants to obtain an AFSL if they want to continue to recommend and provide advice on SMSFs ...

ClearView expands advice division

LINDA HAUSKEN  |  WEDNESDAY, 11 JUL 2012
... growing its advice division through both acquisition and organically with the recruitment of experienced advisers. Financial advice practices to have recently joined ClearView include the Leverington Financial Group, Peter Howard Insurances and the Insurance ...

Highly educated SMSF investors prime fraud targets

MELANIE TIMBRELL  |  TUESDAY, 10 JUL 2012
... number of sources before investing to ensure the legitimacy of the investment, the need to always get independent financial advice before investing, and to ensure anyone selling an investment have a valid Australian Financial Services Licence are all ...

Advisers positive about fee for service

LINDA HAUSKEN  |  MONDAY, 9 JUL 2012
... advisers, reveals a new report. The Elixir Consulting's 2012 Adviser Pricing Models report is based on a study of 433 financial advice businesses across Australia. It found that 51% are currently using a hybrid fee for service model that offers clients ...

Macquarie to sell COIN

MELANIE TIMBRELL  |  MONDAY, 2 JUL 2012
... into two financial software offerings, with Macquarie retaining the majority of COIN's boutique (independent financial advice) clients, under a licence from COIN. "Rubik Financial will focus on the needs of institutional clients, deepening their offering ...

National exam to raise quality of advice

LINDA HAUSKEN  |  FRIDAY, 29 JUN 2012
... Planning Association of Australia (FPA) said it supports ASIC's decision in trying to improve the quality of financial advice for Australians. "Increasing the quality of financial advice continues to be a priority for the FPA and we have continually ...

Zenith signs ex-S&P client

BEN COLLINS  |  FRIDAY, 29 JUN 2012
Zenith Investment Partners will provide a model portfolio, and research for Brisbane-based FTS Personal Financial Advice, a former client of S&P Funds Services. "What we have found is that there is a shift back to model portfolios in the advice industry," ...