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Showing 4241 - 4250 of 4393 results for "financial Advice"

IFSA tackles investment calculators

HAMISH MADDEN  |  MONDAY, 23 JUL 2007
... customers," said IFSA chief executive officer, Richard Gilbert. "Calculators are not intended to be a substitute for financial advice, but can better inform customers without charge or obligation, which in turn, can lead to the self-realisation that ...

Being smart doesn't guarantee wealth

ALEX DUNNIN  |  THURSDAY, 19 JUL 2007
... low-value vehicles." The study suggest ironically that richer lower IQ people may actually need more sophisticated financial advice than higher IQ but poorer people who actually need very basic advice to get the on the road to wealth. The world of your ...

Corp funds still unfazed by choice: Deloitte

ALEX DUNNIN  |  TUESDAY, 17 JUL 2007
... and spouse accounts," said Walker. Other areas where they also need to catch up are in retirement products and financial advice as only 60 per cent of corporate funds offer these services, he said. Walker said responding to the recent superannuation ...

AFS renews Oasis contract

CHRIS NICHOLLS  |  MONDAY, 16 JUL 2007
... extend the relationship with AFS. They are a successful fast growing dealer group and their commitment to quality financial advice and independence is attracting new advisers to their growing national network. "The market for platform services such as ...

NAB Financial Planning appoints new GM

CHRIS NICHOLLS  |  THURSDAY, 5 JUL 2007
... said, "I am looking forward to building on NAB Financial Planning's success as we continue to deliver quality financial advice to both business and retail customers." Geoff Greer, regional general manager of NAB Business Banking Australia said Rogers' ...

Industry cheers red tape cuts

... if they did not recommend a product. "This Bill makes it easier for Australians to reap the benefits of good financial advice," said Jo-Anne Bloch, chief executive at FPA. "Significantly, it allows planners to help clients consolidate superannuation ...

Equipsuper offering members full service advice

HAMISH MADDEN  |  THURSDAY, 21 JUN 2007
... Equipsuper Financial Planning will operate under Health Super Financial Service's AFS license and will provide full financial advice to fund members, as well as being open to the public. All planners are salary-based employees and all advice is on a ...

Advisers have 30 days to issue SoA

HAMISH MADDEN  |  TUESDAY, 19 JUN 2007
... arrangements. "Clearly there is pressure building in the advice space and it is imperative that people have access to financial advice in the lead-up to 30 June," said IFSA chief executive officer, Richard Gilbert. "IFSA applauds the flexibility and ...

Advice shortage shows system is failing: TOWER

ALEX DUNNIN  |  FRIDAY, 15 JUN 2007
... SelectAdviser are reporting big traffic increases from people wanting information but who seem unable to obtain proper financial advice. Minto strongly supports consumers being protected, but said that when even a basic Statement of Advice (SOA) document ...

AFA conference to focus on world-class practice

CHRIS NICHOLLS  |  THURSDAY, 14 JUN 2007
... challenge and connect with colleagues. It is all about bringing together local and international leaders in the financial advice industry to update our members," said Richard Klipin, AFA chief executive officer. The AFA Rising Star, Adviser of the Year ...