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Showing 3741 - 3750 of 4390 results for "financial Advice"

ASIC accepts Commonwealth Financial Planning EU

MEDIA RELEASE  |  WEDNESDAY, 26 OCT 2011
... risk management framework and legal and regulatory obligations regarding the provision of financial services, financial advice and the monitoring and supervision of its representatives. ASIC Chairman Greg Medcraft said, "This EU is significant as it ...

Industry funds not our focus: Cormann

ELISE BURGESS  |  WEDNESDAY, 26 OCT 2011
... Association of Financial Advisers (AFA) conference to reiterate his opposition against parts of the Future of Financial Advice (FOFA) reforms. Senator Cormann asked advisers to continue their efforts against the reforms as he believes there is "still ...

Plan B appoints new group executive, product and distribution

CLAIRE MCGREAL  |  WEDNESDAY, 26 OCT 2011
... William Buck and Macquarie Private Wealth. "I am delighted to be joining Plan B and returning to my roots in the financial advice sector," said Cramer. "The current environment in Australia supports the premise that holistic, ethical advice will continue ...

Niche and insto licensees to rule by 2020

ELISE BURGESS  |  TUESDAY, 25 OCT 2011
... AFA conference presentation, Matt Englund, head of dealer groups at BT Financial group, said a post-Future of Financial Advice (FOFA) environment will see the launch niche and large institutionalised players. "The first is the specialised, niche and ...

FOFA reforms are a soft landing

RACHEL DAVIS  |  MONDAY, 24 OCT 2011
Bernie Ripoll MP told AFA conference delegates that the future of financial advice reforms represent a balance between the interests of major stakeholders and the middle ground. Ripoll said the inquiry that bears his name received over 400 submissions ...

Industry panel turns up FOFA heat

RACHEL DAVIS  |  MONDAY, 24 OCT 2011
... participants treated day one of the 2011 AFA conference to a lively debate over the architecture of the future of financial advice reforms, the regulatory separation of superannuation from the rest of the wealth management industry and disclosure among ...

CHOICE, ISN hit back at associations aspersions

ELISE BURGESS  |  MONDAY, 17 OCT 2011
... move on as the rest of the industry already has. The Association of Financial Advisers (AFA) said the Future of Financial Advice parliamentary Bill (FOFA Bill) disclosure provision would kill off small business, regarding the legislation as a significant ...

Gen Y prefers face-to-face insurance

ELISE BURGESS  |  MONDAY, 17 OCT 2011
Gen Y Business Owners opt for financial advice when it comes to business insurance despite online being their main source of research and other forms of financial servicing, according to a new study. In a study by a research group, most Gen Y Business ...

FOFA reaches parliament with undisclosed feature

ELISE BURGESS  |  FRIDAY, 14 OCT 2011
... industry. Minister for Financial Services and Superannuation, Bill Shorten, yesterday introduced the Future of Financial Advice Bill (the FOFA Bill) with the addition of a new feature of a retrospective disclosure statement, which will require fee disclosure ...

Mercer appoints new senior portfolio manager

CLAIRE MCGREAL  |  THURSDAY, 13 OCT 2011
... global research, consulting and investment funds, last month announced plans to launch itself into the Australian financial advice industry. With the retail market firmly in its sights, Mercer said it would roll out new tools for advisers, including ...