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Showing 3921 - 3930 of 4390 results for "financial Advice"

IRESS to launch iPad-friendly XPLAN

ELISE BURGESS  |  MONDAY, 17 JAN 2011
... additional equipment or systems, creating a complete integrated solution that covers all the pieces of a complete financial advice unit." Kinens predicts this style of adviser technology and daily interactive use will eventually become the norm for financial ...

AvSuper appoints Russell for admin

RUTH LIEW  |  MONDAY, 13 DEC 2010
... management, choice of fund, financial reporting, online services, interactive voice response, call centre and financial advice.

Infocus appoints COO

ELISE BURGESS  |  MONDAY, 13 DEC 2010
... Bristow will focus on implementing professional fee-based financial planning in line with the upcoming Future of Financial Advice (FOFA) reforms. Bristow will also manage the planning network's financial performance, operational efficiency and practice ...

Insurance platforms highly preferred: report

ELISE BURGESS  |  THURSDAY, 9 DEC 2010
... from Investment Trends research. This goes against the theory that many advisers are threatened by Future of Financial Advice (FOFA) reforms, with platforms obviously providing a quality option for many advisers with the life market now thriving, despite ...

UniSuper expands advice as member demand rises

ELISE BURGESS  |  WEDNESDAY, 8 DEC 2010
... than 420,000 members. Australia's largest corporate super fund with $10.7 billion, Telstra Super, also offers financial advice at no extra cost to Telstra Super members. The corporate fund held $5.89 billion in funds under advice with 26,300 clients ...

MLC acquires remaining Meritum stake

ELISE BURGESS  |  WEDNESDAY, 1 DEC 2010
... Meritum, said that MLC would be able to support Mertium throughout the upcoming regulatory changes facing the financial advice industry. Trist is one of two new appointments in management at Meritum, with founders Brian Dau and Theo Christopolous to ...

Shorten to tighten tax agent rules for planners

MEDIA RELEASE  |  MONDAY, 29 NOV 2010
... 18,000 financial planners in Australia, many of whom provide a tax agent service within the context of providing financial advice to clients. "I understand this issue has raised a lot of interest in the financial planning and tax agent industries," the ...

FPA defends turf, looks to HNW

JOHN MCDULING  |  MONDAY, 29 NOV 2010
... had been holding discussions with independents holding the balance of power in Parliament over the Future of Financial Advice (FoFA) reforms, but was not sure whether the reforms were a big enough issue for any of them to cross the floor over. Tony McDonald ...

ASIC takes legal action against Storm founders and banks

ASIC RELEASE  |  FRIDAY, 26 NOV 2010
... The liability comes from implementing a financial services business model which involved providing commoditised financial advice to investors, that failed to take into account the investors' personal circumstances. ASIC is seeking the Cassimatises each ...

Opt in rules not up for debate

JOHN MCDULING  |  FRIDAY, 26 NOV 2010
... hiatus" but confirmed that Treasury will be briefing Financial Services Minister Bill Shorten on the Future of Financial Advice (FOFA) reforms in December, with draft legislation to be made public in mid 2011. "You should expect to hear resolution on ...