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Showing 3871 - 3880 of 4390 results for "financial Advice"

Media Super wants corporate marriage

ALISON BEVEGE  |  THURSDAY, 7 APR 2011
... need to be able to replicate in order for them to come into Media Super." "We'd have clearing houses, telephone financial advice, a defined benefit capability - those sort of things which we would require to tempt a corporate fund to come on board." ...

ASIC call to improve planner education

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
... financial services competency certification exam for all new and existing financial advisers who provide Tier 1 financial advice at the entry stage. One year supervision for all new financial advisers following entry stage and a mandatory knowledge update ...

Roadmap to life insurance

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
... support one another. "We are strong believers in advice and continue to invest in building leading independent financial advice. Choice and simplicity are the key,' said Summerhayes. A key market opportunity is addressing churn. Until recently, one in ...

AFA prep advisers for FOFA

MICHELLE BALTAZAR  |  TUESDAY, 5 APR 2011
The Association of Financial Advisers (AFA) has prepared a handy member's guide to the Future of Financial Advice (FoFA) reforms, complete with details on AFA's stance on the proposed changes. The FOFA reforms will be tabled in parliament by spring ...

ASIC new guidance for AFSL

ELISE BURGESS  |  MONDAY, 4 APR 2011
... Regulatory Guide 36 while Regulatory Guide 175 has been amended to clear obligations relating to the provision of financial advice through an intermediary or secondary financial service providers. ASIC said the guides were amended to incorporate minor ...

Guardian FP eyes risk advisers

ELISE BURGESS  |  FRIDAY, 1 APR 2011
... statements of advice (SOAs) for advisers that do not have their own inhouse system to do this, alongside Future of Financial Advice support facilities. Over the next three years, Guardian plans to position itself as the AFSL that partners with professional ...

Equiti to launch US multifamily property fund

MATT WOODINGTON  |  THURSDAY, 31 MAR 2011
... Arnold appointed as directors. James Mcnally and Brendan Howell will manage compliance. Equiti has been providing financial advice and wealth management services in Australia since 2006.

Asgard upgrades insurance for FOFA

ELISE BURGESS  |  THURSDAY, 31 MAR 2011
... model portfolios and Exchange Traded Funds (ETFs) to its platform. "What we are seeing in response to Future of Financial Advice (FOFA) reforms are advisers diversifying their own revenue streams by looking at new sources of revenue, such as insurance," ...

Adviser remuneration debate sparks fly

ELISE BURGESS  |  MONDAY, 28 MAR 2011
The Association of Financial Advice (AFA) hits back at Industry Super Fund research claiming consumers save $82,000 by retirement age by avoiding financial adviser fees. According to the AFA, this research was designed to distract consumers from industry ...

Keep advice a simple business: BTFG

ELISE BURGESS  |  THURSDAY, 24 MAR 2011
... according to Mark Spiers, general manager of advice, BT Financial Group. Adviser are anxious around the Future of Financial Advice (FOFA) but Spiers said despite this that is important for advisers to still recognise the simplicity of their advice business. ...