Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 371 - 380 of 403 results for "Advice for"

Adviser ban after Westpoint

MICHAEL HOBBS  |  FRIDAY, 2 NOV 2007
... 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 ...

Planners move from vanilla to neapolitan

CHRIS NICHOLLS  |  WEDNESDAY, 25 JUL 2007
... 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 ...

Industry cheers red tape cuts

The Simpler Regulatory Bill passed last week will reduce the compliance burden and costs associated with advice for investments or superannuation amounts under $15,000, a move welcomed by the Financial Planning Association (FPA) and the Institute of ...

Advisers have 30 days to issue SoA

HAMISH MADDEN  |  TUESDAY, 19 JUN 2007
... of activity around the new super rules. ASIC said it had responded to concerns that investors were in urgent need of advice for how to deal with their super in the lead-up to the 30 June deadline. Class Order 07/447 Temporary extension of time for SOA ...

Planning business gives teachers bad advice

HAMISH MADDEN  |  TUESDAY, 15 MAY 2007
... switching advice given to clients and had acted in a misleading or deceptive manner. The business specialised in financial advice for teachers. Between December 2004 and September 2005 First Capital advised 170 teachers to switch from First State Super ...

MFS sells half stake in HFA

HAMISH MADDEN AND CAMERON BOGGS  |  MONDAY, 7 MAY 2007
... MFS has acquired New Zealand based financial advisory firm Westplan Financial, bringing total New Zealand funds under advice for MFS to over NZ$1 billion with more than 6,000 clients across the country. Westplan Financial will re-brand under the MFS ...

Access Economics still top consultant: Rainmaker

ALEX DUNNIN  |  TUESDAY, 5 DEC 2006
... fund would use capital stable option as its default, he asked. The report found no relationship between funds under advice for a consultant and their average default option investment returns.

Super funds need to educate members: Quadrant

HAMISH MADDEN  |  TUESDAY, 28 NOV 2006
... added services to ensure all Australians have access to an adequate retirement income." Quadrant introduced financial advice for its members in 2002 and currently offers members free financial advice on their superannuation. Quadrant Superannuation currently ...

The manager matters in private equity: Unigestion

HAMISH MADDEN  |  FRIDAY, 10 NOV 2006
... Australian private equity investment sector, di Valmarana highlighted some of Unigestion's concerns and also issued some advice for Australian investors seeking private equity opportunities. "The biggest concern for many in private equity is the amount ...

Investec measures value of advice

... African financial services giant Investec. The group's local private advisory arm specialises in providing financial advice for high net worth investors or those with investable assets of between $2 million to $20 million. Michelle Baltazar