Search Results | Showing 361 - 370 of 401 results for "Advice for" |
| | | ... "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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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," ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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