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Showing 4031 - 4040 of 4390 results for "financial Advice"

Perpetual Private Wealth boosts FUA to $8.5bn

COMPANY RELEASE  |  WEDNESDAY, 16 DEC 2009
... Perpetual chief executive David Deverall said the acquisition of Fordham brings the group new expertise in strategic financial advice, accounting and tax services for private business owners In the year to June, Fordham posted $22 million in revenues ...

CFS promotes Fin Wisdom GM

COMPANY RELEASE  |  TUESDAY, 15 DEC 2009
... of Financial Wisdom is underway. The structure combines Commonwealth Financial Planning, Financial Wisdom, BW Financial Advice, Advice Essentials and Whittaker Macnaught. These new appointees join the existing leaders team that includes Kylie MacFarlane ...

Shadforth signs direct shares deal

MICHAEL HOBBS  |  THURSDAY, 10 DEC 2009
Shadforth Financial Group, one of Australia's largest privately owned financial advice firms with more than $8 billion in funds under advice, has signed a deal with a technology provider to provide direct equity services to clients. The financial advice ...

ETFs slash fund fees to 15bp

ALEX DUNNIN  |  THURSDAY, 10 DEC 2009
... it operates on a not-for-profit basis through a trustee board, has simple investment choices and offers online financial advice. It also has extremely low-priced annuities and is priced daily. But in sharp contrast to Australian industry funds, members ...

Van Eyk ventures into NZ

COMPANY RELEASE  |  TUESDAY, 8 DEC 2009
... operation. "As we discovered when van Eyk set up in Australia in 1989, there are challenges in the provision of financial advice, including lack of independence, focus, and the understanding of the risk-rewards trade-offs." "At the same time, over this ...

AFS appoints Elixir Consulting

COMPANY RELEASE  |  FRIDAY, 4 DEC 2009
... practice network within six months. "The Practice Navigation (Prac-Nav) program has been specifically developed for financial advice practices by Elixir Consulting to assist advisers to identify the objectives they wish to achieve for their respective ...

Advisers want to keep commissions: research

COMPANY RELEASE  |  MONDAY, 30 NOV 2009
... blowups. Respondents may have been split on some topics but an overwhelming 97 per cent supported making the cost of financial advice tax deductible for clients.

ASIC presses on with Westpoint compensation

ASIC RELEASE  |  MONDAY, 30 NOV 2009
... Advisors (Aust). The settlement of proceedings is subject to the approval of the court. The compensation related to financial advice which recommended clients invest in York Street Mezzanine, a company within the failed Westpoint Group. It is the third ...

UniSuper rolls out advice service

COMPANY RELEASE  |  MONDAY, 30 NOV 2009
UniSuper has launched its financial advice service across Victoria, New South Wales and Queensland. The super fund's UniSuper Advice service is run on a fee for service basis where all advisers are paid a salary and will not receive commissions. Financial ...

Shadforth eyes direct shares

MICHAEL HOBBS  |  FRIDAY, 27 NOV 2009
... provide a revised front and back-end service to clients. Fenning said the group is eyeing a number independent financial advice groups and practices to add to its fold. "We've gotten much more active now in terms of talking to potential equity partners ...