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Showing 381 - 390 of 401 results for "Advice for"

RetireInvest to focus on aged care

HAMISH MADDEN  |  THURSDAY, 7 SEP 2006
... Sydney but to be rolled out to Melbourne and Brisbane, with Gadens law firm for CLA members. Gadens specialises in legal advice for the health and aged care sectors. O'Grady said that the strategy of providing quality advice to the aged care sector is ...

Finsia and ASX to educate advisers on listed products

HAMISH MADDEN  |  TUESDAY, 27 JUN 2006
... and published in 2005 found that one in three direct share owners use a financial planner as their primary source of advice for direct shares. The ASX Accredited Listed Product Adviser (ALPA) program is focused on giving advice professionals a detailed ...

AMP spins off back office

HAMISH MADDEN  |  FRIDAY, 2 JUN 2006
... change was about driving efficiency. "Our goal is to be partner of choice for planners and to lead the market in quality advice for customers. This requires market leading operations and services and these changes are designed to strengthen our ability ...

Associations need to raise standards themselves: Pearce

KATE HAGE  |  TUESDAY, 16 MAY 2006
... wants.. an understanding of goods and services.. and some simple consumer issues." The theme of the week was "good advice for peace of mind," but for older generations and "investors of today" that sense of security will depend on both the effectiveness ...

Super adviser loses license after ASIC super switching survey

... compliance and complaints handling procedures. Barbara Cavanough has been banned from providing financial services advice for 10 years. Michelle Baltazar

NAB rolls out in-house planner strategy

KATE HAGE  |  THURSDAY, 20 APR 2006
... aimed to move away from product sell and focus on quality advice. "We recognised the need to deliver higher quality advice for customers, which included covering their insurance needs," he said. The pilot follows NAB's recently launched protected loan ...

Super choice information overload

... 'you will exist', you just do what needs to be done to continue." Healy honed in on the issue of the importance of the advice for the growth of master trusts, emphasising the role employers play, and set out a strategy to "partner" employers in providing ...

Ethical investment education comes online

... planning's chief operating officer, Neil Macdonald, says that AMP's planners have been offering ethical investment advice for years and agrees that the course will meet growing demand for information in the area. "The EIA's new course will help imrpove ...

Macquarie launches indigenous financial services

... Macquarie Indigenous Financial Services, said indigenous communities tended to receive poor and inadequate financial advice for what are often substantial assets under their management. "We have spent the past two years talking with indigenous communities ...

Advisers should provide advice for philanthropy too

Financial planners should take a leading role in giving clients good advice not just with their finances but with their philanthropic needs. At the Financial Planning Association (FPA) annual conference today, keynote speaker David Gonski, chairman ...