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Showing 4141 - 4150 of 4393 results for "financial Advice"

Mercer ups ante in corporate super

MICHELLE BALTAZAR  |  MONDAY, 19 JAN 2009
... Mercer's strategy. The firm is also increasing the level of online-based services and, if necessary, the level of financial advice that participating employers can give to their members through Mercer. For example, the trust previously offered phone-based ...

Qld planner named Telstra Business Woman finalist

RUTH LIEW  |  TUESDAY, 2 DEC 2008
Olivia Maragna, general manager of Aspire Retire Financial Services, was recognised at this year's Telstra Business Woman of the Year awards in Queensland. The 31 year old planner from Camp Hill was appointed the winner of the PricewaterhouseCoopers ...

FPSA moves operations to Melbourne

MICHAEL HOBBS  |  MONDAY, 1 DEC 2008
... Australia (FPSA) is relocating its head office from Queensland to Melbourne after adding five east coast based financial advice practices and 10 advisers to its network since the beginning of the financial year. The move means back office operations ...

AUI and DirectPortfolio adopt AML service

MICHAEL HOBBS  |  TUESDAY, 25 NOV 2008
... believe AML Explorer represents a breakthrough in helping financial services businesses of all sizes - including financial advice businesses which, it is now clear, fall under the legislation - to comply." Mark Pratt, AUI chief operating officer, said ...

Affordable advice: yes we can

RUTH LIEW  |  MONDAY, 24 NOV 2008
... billion in funds under advice, said that it's more than possible for financial planning firms to provide affordable financial advice efficiently and cost-effectively with the proper resources and infrastructure in place. Q Invest's advise model is based ...

Mass modular advice to boost savings

MICHELLE BALTAZAR  |  THURSDAY, 13 NOV 2008
... financial planner or can't afford to do so. It doesn't help that of the 16 million working Australians needing financial advice, there are only around 18,000 planners in the market. But rather than miss out on reaping the benefits of financial advice ...

New resources, fresh ads for advisers

RUTH LIEW  |  WEDNESDAY, 12 NOV 2008
... have a relationship with a financial planner. These volatile economic times have demonstrated that professional financial advice has greatly assisted clients of financial planners," said Bloch. "This campaign will encourage more Australians to seek the ...

GFC pushes ASIC to let funds provide limited advice

ALEX DUNNIN  |  TUESDAY, 11 NOV 2008
... servicing their members and being able to answer quite routine questions. "The line between guidance and personal financial advice is a difficult one. The relief given by ASIC aims to address what often falls within the grey area between general information ...

PIS expands dealer group

MICHAEL HOBBS  |  MONDAY, 10 NOV 2008
... in the group's New Zealand subsidiary merging with Newpark Financial Services to create the country's largest financial advice network. PIS' expansion doesn't stop there, the group's Malaysian subsidiary Standard Financial Planner was granted to Corporate ...

QIEC Super enhances services

MICHAEL HOBBS  |  MONDAY, 10 NOV 2008
... options and extended its member insurance to remain competitive. From January, the super fund is providing personal financial advice through Queensland Teachers Credit Union Financial Planning in association with Outlook Financial Planning. Prior to ...