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Showing 4221 - 4230 of 4393 results for "financial Advice"

Reinventing financial planning

MICHAEL HOBBS, MICHELLE BALTAZAR  |  FRIDAY, 30 NOV 2007
More Australians will seek financial advice if the financial planning industry goes through a fundamental structural reform and gets rid of commission-driven fees. Chartered accountant Robert M.C. Brown has written a discussion paper debunking some ...

Gen X and baby boomers clash on FP

MICHAEL HOBBS  |  WEDNESDAY, 21 NOV 2007
... planner. According to the Lifeplan University of Adelaide's International Centre for Financial Services (ICFS) Financial Advice Satisfaction Index, volatile markets have impacted how younger investors perceive their financial planner's overall performance ...

Commissions could breach sole purpose test

CHRIS NICHOLLS  |  FRIDAY, 16 NOV 2007
... Prudential Regulation Authority) statements on the sole purpose test. "The reality is that when many consumers seek financial advice, the cost is met over time by commissions, paid to the adviser from the member's only substantial financial asset - their ...

Fin planning uptake doubles

MICHAEL HOBBS, MICHELLE BALTAZAR  |  TUESDAY, 6 NOV 2007
... survey over 700 consumers and 300 financial advisers in June and July regarding consumer perception and uptake of financial advice. According to the survey, only 17 per cent invested all of their total investments (excluding property) based on their ...

Adviser ban after Westpoint

MICHAEL HOBBS  |  FRIDAY, 2 NOV 2007
... Securities and Investment Commission (ASIC) has banned NSW-based financial adviser, Andy Shen-En Chen, from providing financial advice for five years after recommending Westpoint to clients. An ASIC investigation found in between October 2004 and November ...

Super veterans accept Industry Service Awards

... has more than 20 years experience in the financial services industry and has long championed the provision of financial advice to the average Australian. He is also a director of the Association of Superannuation Funds of Australia (ASFA). "He is passionate ...

Mercer opens new TAP

CHRIS NICHOLLS  |  THURSDAY, 18 OCT 2007
... of Mercer Wealth Solutions said the fund's education aspect was a critical service, with phone-based limited financial advice, comprehensive face-to-face advice and seminars, web and podcasts available to investors. "Our product sets a new market standard ...

Vanguard appoints sales head

... Mennie as national sales manager in adviser sales. Prior to joining Vanguard, Mennie was state manager for AXA Financial Advice Network, managing a network of 300 financial advisers across three AXA dealer group businesses. He was also responsible for ...

PIS pre-empts NZ adviser surge

CHRIS NICHOLLS  |  WEDNESDAY, 5 SEP 2007
Professional Investment Services New Zealand has announced it will purchase more financial advice and insurance businesses in a possible pre-emptive move to accommodate investors rushing to seek advice after KiwiSaver kicks in. Speaking to delegates ...

Get financial advice on the web

MICHAEL HOBBS  |  MONDAY, 3 SEP 2007
... websites are not affiliated but were launched within weeks of each other. RateCity connects Internet users to a financial advice referral service, whereas RatesMate provides financial advisers and accountants access to various rates, dates and thresholds ...