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Showing 3861 - 3870 of 4390 results for "financial Advice"

Accountants attack planners over naming rights

ALISON BEVEGE  |  THURSDAY, 21 APR 2011
... yesterday, saying moves to control the term under the Corporations Act would lock other professionals out of providing financial advice. "(Its) nothing more than a cover to exclude other equally qualified advisers such as accountants and lawyers," said ...

Guardian expands with former CBA planning head

ELISE BURGESS  |  WEDNESDAY, 20 APR 2011
... access to Guardian's Adviser Referral Partner Program. At CBA, Anderson provided banking and debt solutions for financial advice firms. In addition to CBA, Anderson has 15 years experience in a range of business development roles for Macquarie Bank and ...

Adviser banned for life by ASIC

ASIC RELEASE  |  WEDNESDAY, 20 APR 2011
Former WealthSure financial adviser, Brian William Veitch, has been banned for life from providing financial advice following an investigation by the Australian Securities and Investments Commission (ASIC). ASIC alleges Veitch failed to comply with ...

Advisers fear super fund competition

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... level, causing widespread concern among members. "If you're a member of an industry super fund providing free financial advice, it's not actually free," he said. "Some portion of every member's admin fee is subsidising the cost." "Those that don't access ...

Trio victims turn on planners

ALISON BEVEGE  |  FRIDAY, 15 APR 2011
... ombudsman or to take court action against the entity that committed the fraud, such as Trio, and if they were given financial advice, their adviser. Richard Klipin, chief executive of the Association of Financial Advisers, said the Trio fraud put the ...

Planners needle minister over FOFA

ALISON BEVEGE  |  THURSDAY, 14 APR 2011
... Minister Bill Shorten fielded prickly questions from financial planners after giving a speech on the Future of Financial Advice reforms at a luncheon gathering yesterday. Minister Shorten told the Financial Planning Association (FPA) event that the Future ...

Planners struggle to sell practices as values fall

ALISON BEVEGE  |  TUESDAY, 12 APR 2011
... month in 2011. Interest had been recovering from the global financial crisis, but uncertainty over the Future of Financial Advice (FOFA) reforms was causing both sellers and buyers to sit on the sidelines, said John Birt, principal of Radar Results. ...

Extra year for tax related overhauls

MATT WOODINGTON  |  FRIDAY, 8 APR 2011
... the tax agent services regime but will face tough new rules on offering tax advice in the context of providing financial advice. The government has created a broad set of principles to develop regulatory arrangements for planners offering tax advice ...

Industry digs deep for children's charity

MATT WOODINGTON  |  THURSDAY, 7 APR 2011
... life insurance companies helped raise $10,000 for a children's charity at an annual conference hosted by PATRON Financial Advice. The annual conference took place in Hobart in March and featured a 'Sergeant at Arms' to fine delegates and raise money ...

FOFA opens estate planning doors

ELISE BURGESS  |  THURSDAY, 7 APR 2011
... with a lawyer or accountant," said Colley. "It is a way advisers can move across to the new parts of Future of Financial Advice changes," said Colley. Aged care is also more of an interest than it has previously been for advisers. "Advisers have often ...