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Showing 3821 - 3830 of 4390 results for "financial Advice"

CommInsure hires AMP manager to strengthen retail advice

MATT WOODINGTON  |  FRIDAY, 10 JUN 2011
... insurance sector, "With the proposed changes to the retail life insurance industry, as a part of the Future of Financial Advice reforms, it is imperative that we focus closely on the strategies required and capitalise on the opportunities that present ...

Financial PDS' 'Shortened'

RACHEL DAVIS  |  THURSDAY, 9 JUN 2011
... while cutting down admin costs for business. "The simplified PDS changes complement the Government's Future of Financial Advice reforms, which will improve the quality of financial advice provided to Australian investors," Shorten said. Importantly ...

XPLAN updates for opt-in

RACHEL DAVIS  |  WEDNESDAY, 8 JUN 2011
... process so that it reduces impact on business overheads and advisers can focus on what they do best: providing financial advice." New management reports and dashboard upgrades are planned to provide client tracking information. XPLAN's alert manager ...

Advisers to decide opt in: AusFIN

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
... actions, said network of consumer, welfare, union and industry super fund groups, AusFIN. Since the Future of Financial Advice (FOFA) proposals suggested an opt in process for the financial advice industry, advisers have protested against the change. ...

New talent celebrated with AFA award

RACHEL DAVIS  |  TUESDAY, 7 JUN 2011
... The AFA's Rising star of the Year Award (Award) is designed to celebrate the talented newcomers in the world of financial advice. Established in 2005, OnePath has sponsored the Award every year since its inception. "If the calibre of the previous winners ...

Shorten responds to bias accusations

ELISE BURGESS  |  FRIDAY, 3 JUN 2011
... sides of this debate and have come up with a balanced policy that will protect the rights of consumers seeking financial advice. After the AFA statement yesterday, the Institute of Public Accountants came out in support of Minister Shorten, calling for ...

Planning firm invests in property to widen appeal

MATT WOODINGTON  |  THURSDAY, 2 JUN 2011
... agenda - which is not necessarily the buyer's," he said. Complementing Wealth Management Partner's traditional financial advice model, REaffirm helps buyers to establish investment goals, through evaluating and managing property investments.

Proposed tough planner rules

ELISE BURGESS  |  THURSDAY, 2 JUN 2011
... what should be the Government's work". AFA chief executive, Richard Klipin, said a level playing field in the financial advice space is needed and that the Government should be providing independent modelling which proves FOFA reforms would result in ...

Industry funds, independent platforms stand up for FOFA reforms

ALISON BEVEGE  |  WEDNESDAY, 1 JUN 2011
Opponents of elements of the Future of Financial Advice have come in for a drubbing from key figures in the financial services industry in the wake of intense lobbying of the independents by financial planners. Financial advisers were instructed by ...

Merged planning groups plot Snowball effect

MATT WOODINGTON  |  THURSDAY, 26 MAY 2011
... largely thanks to the matchmaking skills of financial planning industry stalwart John Godfrey. The two non-aligned financial advice groups will form a $14.3 billion wealth management business with multiple business models and 188 financial advisers nationally. ...