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Showing 4071 - 4080 of 4393 results for "financial Advice"

FSA fines firm for bad advice

FSA RELEASE  |  MONDAY, 14 SEP 2009
UK-based Financial Services Authority (FSA) fined a financial advice firm $27,000 for failing to match client appetite for risk with appropriate investment products. The regulator found the Henry Neil practice advised clients to sell segments of existing ...

Planwealth selects Zenith for research

COMPANY RELEASE  |  FRIDAY, 11 SEP 2009
... that includes self managed super fund administration. Managing over $200 million in assets, Planwealth provides financial advice, administration, research, technical services, business support, compliance and support services. "Continued support from ...

UniSuper appoints key advice execs

COMPANY RELEASE  |  FRIDAY, 4 SEP 2009
... Holandsjo as manager of operations & product and Alex Aracas as national practice manager in the super fund's financial advice department. Holandsjo joins UniSuper from Australian Unity Personal Finance Services where he worked as head of operations ...

FPA 2009 Value of Advice Awards

FPA ANNOUNCEMENT  |  THURSDAY, 3 SEP 2009
... Australia's (FPA) 2009 Value of Advice Awards. The VOA Awards recognise FPA members who demonstrate 'best practice' financial advice for their clients, while also promoting the professionalism of FPA practitioner members. It is a great opportunity for ...

Make advice tax deductible: IFSA

MICHAEL HOBBS  |  MONDAY, 31 AUG 2009
The Investment and Financial Services Association (IFSA) is calling on the government to legislate for all financial advice to be tax deductible. John Brogden, chief executive at IFSA, said raising regulatory standards would more than likely increase ...

IOOF profits down, to divest life insurance...

MICHAEL HOBBS  |  THURSDAY, 27 AUG 2009
... underlying NPAT slid 25 per cent to $20.5 million. Funds under management dropped 10 per cent to $9.7 billion. Financial advice and distribution' underlying NPAT fell by almost half to $5.4 million for the financial year. The firm noted an increase in ...

Lutheran Super enters pension market

RUTH LIEW  |  WEDNESDAY, 26 AUG 2009
... a month basis on the 15th day of each month. The corporate fund is also encouraging members to seek personal financial advice to find the best pension strategy to suit their circumstances. "Working out a suitable strategy to get the most benefit out ...

MasterSuper opens doors to all

RUTH LIEW  |  TUESDAY, 25 AUG 2009
... access nine investment options from conservative to aggressive investment strategies. Members can also access financial advice and free educational seminars, among other initiatives of the fund.

RetireInvest hires national risk manager

COMPANY RELEASE  |  THURSDAY, 13 AUG 2009
... of risk in RetireInvest's growth and also demonstrates our commitment to be regarded as a provider of holistic financial advice," said RetireInvest chief executive, Paul Campbell.

FPA and AFA call for reform

COMPANY RELEASE  |  MONDAY, 10 AUG 2009
... and AFA. "Both the FPA and AFA agree that measured reform is required to ensure the ongoing viability of the financial advice profession," said Jo-Anne Bloch, chief executive at the FPA. Richard Klipin, chief executive at the AFA, said while the association ...