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Showing 3731 - 3740 of 4390 results for "financial Advice"

Midwinter's Esler joins Ibbotson Associates

ELISE BURGESS  |  TUESDAY, 22 NOV 2011
... Ibbotson's investment capabilities and solutions for its adviser dealer groups and maintain relationships with financial advice practices Prior to joining Ibbotson, Esler was executive director, strategy and technical services for Midwinter Financial ...

FPA award winners embrace FOFA

ELISE BURGESS  |  MONDAY, 21 NOV 2011
... Fenwicke, AFP, Fenwicke Financial Services from NSW, both agreed that the proposed reforms under the Future of Financial Advice (FOFA) are already part of their daily practice. "I am 100% already implementing the proposed FOFA reforms, in fact I think ...

FOFA will pass: Shorten, FPA

ELISE BURGESS  |  FRIDAY, 18 NOV 2011
... for the betterment of the industry. In separate discussions at the FPA conference about the impending Future of financial Advice (FOFA) reforms, both the Shorten and the Financial Planning Association's (FPA) general manager policy and government relations ...

Investors at risk of disengaging from advice

RACHEL DAVIS  |  THURSDAY, 17 NOV 2011
... found that some investors who currently have a financial adviser are increasingly disengaged with the value of financial advice, with younger investors among the most dissatisifed. The Lifeplan ICFS Financial Advice Satisfaction survey is undertaken ...

AXA Gorilla to retire

ALEX DUNNIN  |  WEDNESDAY, 16 NOV 2011
... to go out and embark on his own retirement," said AXA Equitable in a statement. But the gorilla has had good financial advice along the way and saved hard, accumulating enough to retire to an undisclosed beachside location. "Fortunately, the gorilla ...

IRESS launches UK wealth management division

RACHEL DAVIS  |  TUESDAY, 15 NOV 2011
... strategic supplier of wealth management advice technology by Sesame Bankhall Group, the largest distributor of retail financial advice in the UK. IRESS and Sesame Bankhall Group (SBG) have entered a long-term strategic supply agreement where XPLAN will ...

Accountants partner up with AXA and MLC to offer financial advice

CLAIRE MCGREAL  |  MONDAY, 14 NOV 2011
... package. The move comes in response to planned FOFA reforms, which will remove accountants' exemption from giving financial advice under certain terms. The new service will offer Institute of Public Accountants (IPA) members the choice of either providing ...

Regulators chase social media

ELISE BURGESS  |  FRIDAY, 11 NOV 2011
... Software's white paper, Social media in investment management, it discusses the various states of regulation in global financial advice markets and the prevalence of social media use by advisers. To date, US and European regulators have issued general ...

ANZ Wealth appoints head of practice based fin planning

ELISE BURGESS  |  TUESDAY, 8 NOV 2011
... "Neil's experience will be invaluable in assisting our licensees navigate their way through the impending Future of Financial Advice legislation," said Barrett. "Neil is active in influencing the future direction of our industry having sat on the FSC ...

ASIC annual report highlights industry trends

ELISE BURGESS  |  MONDAY, 31 OCT 2011
... five other markets. Major changes affecting ASIC's work also included political changes and proposed reforms in financial advice and superannuation. "Both of these reforms will bring extended responsibilities for ASIC," said Medcraft. ASIC received $324 ...