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Showing 3841 - 3850 of 4390 results for "financial Advice"

Industry funds primed for more planning deals

MATT WOODINGTON  |  THURSDAY, 12 MAY 2011
... the AustralianSuper alliance with planning groups to benefit members, who should ideally receive independent financial advice from planners that would use an increased number of platforms. Rick Di Cristoforo, managing director of Matrix Planning Group ...

Advisers launch FOFA attack

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
Now the Budget is over financial adviser groups have come out swinging over the Future of Financial Advice (FOFA) reforms, rallying members to pressure the Government to scrap their most hated measures. The two key points adviser groups want scrapped ...

Bans hit bad planners: ASIC

ALISON BEVEGE  |  THURSDAY, 12 MAY 2011
... week for the corporate regulator. On Monday it gave a life ban to Omar Diab of Wollongong who gave unlicensed financial advice and services and lied to his clients. Diab, a director of Sydney-based Xenith Capital and Xenith Investment Corp, traded contracts ...

RI Advice partners with Tas bank

ELISE BURGESS  |  MONDAY, 9 MAY 2011
... alliance some 36,000 Tasmanian members, the partnership between B&E and RI is designed to offer bank members financial advice as part of their overall banking service. The RI Advice firm said it will focus on complementing the existing client offer by ...

Planners react badly to FOFA

ALISON BEVEGE  |  FRIDAY, 6 MAY 2011
Financial planners have reacted in fear to the Future of Financial Advice reforms, anticipating less pay for more work - and would pass costs on to clients, research firm CoreData has found. The independent research canvassed the views of 358 advisers ...

AFA award launched to encourage female financial planners

RACHEL DAVIS  |  FRIDAY, 6 MAY 2011
... wealth protection and life insurance- the AFA's Female Excellence in Advice Award (Award) is designed to promote financial advice as a career for women by applauding the industry's female achievers. "I am encouraged to see initiatives such as the Female ...

Planners upscale with managed accounts

MICHELLE BALTAZAR  |  THURSDAY, 5 MAY 2011
... government approves the opt-in scheme, ban trail commissions and other 'conflicted' payments under the Future of Financial Advice (FOFA) reforms, Potter said many advisory practices will be forced to re-evaluate their business model and find that managed ...

IOOF raises advice stakes

ELISE BURGESS  |  MONDAY, 2 MAY 2011
IOOF Holdings has acquired a minority stake in NSW planning firm, Patron Financial Advice, as part of its plan to expand its existing distribution network. For an undisclosed sum, IOOF purchased the stake in the planning firm with which IOOF already ...

Advisers sacked, fees halved in "doom" scenario

ALISON BEVEGE  |  MONDAY, 2 MAY 2011
... The report by research house Rice Warner Actuaries stated the figures in an analysis of the impact of Future of Financial Advice (FOFA) reforms. The report was undertaken for the Industry Super Network, a lobby group that has stridently criticised adviser ...

Securitor to grow planner network

MATT WOODINGTON  |  FRIDAY, 29 APR 2011
... businesses we can work with but we have very strict filters," said Englund. Securitor hopes to attract good quality financial advice or professional services businesses that are looking to grow and expand, enabling them to operate more effectively and ...