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Showing 351 - 360 of 393 results for "Personal advice"

Plum upgrades online investment services

LINDA HAUSKEN  |  MONDAY, 18 JUN 2012
... added. Woodall said reflecting this, the fund is also experiencing greater demand for its free phone-based limited personal advice service. "The sophisticated technology we're using to support this service means the adviser can provide a statement of ...

FOFA provisions will go ahead: PJC

ELISE BURGESS  |  THURSDAY, 1 MAR 2012
... and rejected the premise that commission remuneration for advisers should be allowed inside superannuation if personal advice is delivered, rather than being based on the type of risk products being recommended. The PJC did concede to rewording the Best ...

Govt releases intra-fund advice rules

ELISE BURGESS  |  THURSDAY, 8 DEC 2011
... today revealing certain advice areas excluded from the service. While intra-fund advice will cover any general or personal advice provided within the sole-purpose test, certain restrictions do apply to what advice can be provided with Shorten today outlining ...

Super trustee guidelines for retirement estimates

CLAIRE MCGREAL  |  THURSDAY, 8 DEC 2011
... can start planning now. Superannuation fund trustees providing retirement estimates, which ASIC said may include personal advice, have been granted class order relief, which is hoped will encourage people to engage more with their super and retirement ...

Super funds call for calm amid market fall

MATT WOODINGTON  |  FRIDAY, 23 SEP 2011
... urgent. "We completely understand that they will be hyper-sensitive to this situation and they should be getting personal advice either from their super fund or from those advisers that act in their best interests," said Paul Schroder, general manager ...

Super fund to give financial advice with technology

ALISON BEVEGE  |  THURSDAY, 18 AUG 2011
... of financial planning, Licheri said. The Super Advice Team is made up of 40 staff members that are licensed for personal advice, have the diploma of financial planning and conduct face-to-face sessions with members. The new Limited Issue Advice Team's ...

ASIC looks to reshape retail advice

ELISE BURGESS  |  FRIDAY, 29 JUL 2011
... products among others. CP 164 will also outline the difference between factual information, general advice and personal advice. Submissions on CP 164 can be made until September 8, with a phase two paper due to be released that will provide more examples ...

JB Global submits to independent review

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
Investment services firm JB Global will submit to an independent review of 100 personal advice files after the Australian Securities and Investment Commission imposed new licence conditions on the company. JB Global will also offer remediation to any ...

Equipsuper builds intra-fund advice

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
... statement of advice for a one-off fee of $75. Equipsuper's 54,000 members can now access general, intra-fund and personal advice through its new Member Adviser service, which will act as a second-stage member service between its Helpline and the personal ...

Telstra Super launches retirement campaign

MATT WOODINGTON  |  MONDAY, 23 MAY 2011
... the exercise Telstra Super strongly encourages users to make an appointment with a financial planner and receive personal advice on their situation and goals. The Road to Retirement offers quick, simple advice, particularly useful for members that have ...