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Showing 361 - 370 of 401 results for "Advice for"

One-size rule does not fit advice

RUTH LIEW  |  THURSDAY, 17 JUL 2008
... "one size fits all" regulatory approach should be reviewed to reduce cost and improve the accessibility of financial advice for consumers, said the Financial Planning Association of Australia. In its submission to the Financial Services Working Group ...

Plum reloads for HNW clients

MICHAEL HOBBS  |  FRIDAY, 11 JUL 2008
... Solutions and Private Wealth. The Momentum Private Wealth division includes 15 financial planners and provides specialist advice for HNW clients, which makes up five per cent of the firm's client base. All Plum financial planners operate on a fee for ...

Fin advice satisfaction down

RUTH LIEW  |  FRIDAY, 13 JUN 2008
... decline in the Index is only due to some pockets of the investor market, namely the over 60's segment and those receiving advice for between 5 and 10 years that have scored their advisers lower in terms of technical quality and trust." Despite the slight ...

SPAA backs specialist audit

MICHAEL HOBBS  |  FRIDAY, 14 MAR 2008
... completed in June this year. "We're in the process at the moment of writing a guidance statement for advisers on compliance advice for SMSF's. It's really a road map of the auditing statements and its intended to lead auditors through those standards," ...

Q Invest targets professionals

RUTH LIEW  |  THURSDAY, 21 FEB 2008
... individual financial plan. The private clients service is a new fee for service business which offers the next level of advice for those who need additional assistance in managing their complex financial affairs," said Q Invest general manager, Bill ...

Fed Govt creates financial services task force

MICHAEL HOBBS  |  WEDNESDAY, 6 FEB 2008
... will take our short-form SOA to the Working Group. We look forward to working together to improve access to financial advice for all Australians," Jo-Anne Bloch said. Richard Gilbert, chief executive at the Investment and Financial Services Association ...

Super advice for $199

MICHAEL HOBBS  |  TUESDAY, 15 JAN 2008
Westpac throws a fresh challenge to the industry on making advice affordable after it introduced a low cost superannuation advice service this month. In an effort to help Australians with low superannuation balances receive financial advice, Westpac ...

Commissions could breach sole purpose test

CHRIS NICHOLLS  |  FRIDAY, 16 NOV 2007
... the obligation of the trustee of a retail fund is to ensure the commissions they're paying, they're just paying for advice for superannuation. And that's consistent with APRA's (The Australian Prudential Regulation Authority) statements on the sole purpose ...

Adviser ban after Westpoint

MICHAEL HOBBS  |  FRIDAY, 2 NOV 2007
... and Investment Commission (ASIC) has banned NSW-based financial adviser, Andy Shen-En Chen, from providing financial advice for five years after recommending Westpoint to clients. An ASIC investigation found in between October 2004 and November 2005 ...

Planners move from vanilla to neapolitan

CHRIS NICHOLLS  |  WEDNESDAY, 25 JUL 2007
... value, meaning that professional services companies that incorporate financial planning, accountancy, mortgage and legal advice for example, are emerging. "This makes perfect sense to us. We believe the days of being solely an investment manager are ...