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Showing 4251 - 4260 of 4393 results for "financial Advice"

Boomers can be choosers

... Investment product design expert Paul Resnik has urged financial planners to abandon traditional methods of providing financial advice if they want to establish a meaningful relationship with their clients. Speaking at the Rainmaker Marketing Symposium ...

Give good advice to save yourself money: AXA

CHRIS NICHOLLS  |  WEDNESDAY, 30 MAY 2007
... "Only those practices whose business management and service procedures meet the highest standards of quality financial advice can achieve CQAP status. "CQAP practices place high priority on measuring client satisfaction and expectations to ultimately ...

Government offers industry the simple life

CHRIS NICHOLLS  |  FRIDAY, 25 MAY 2007
... executive officer Richard Gilbert welcomed the introduction of bill, saying, "The bill will enable improved access to financial advice, enhance investor participation, reduce compliance costs and improve business efficiency."

Mercer appoints new financial advice leader

CHRIS NICHOLLS  |  TUESDAY, 22 MAY 2007
... Mercer Wealth Solutions has announced the appointment of former Citigroup executive Scott Walters as Australian financial advice leader. Walters will be responsible for developing Mercer's well-established employed face-to-face and phone-based financial ...

Investors will be compensated for dud advice: Pearce

ALEX DUNNIN  |  MONDAY, 21 MAY 2007
... of a successful claim," said Pearce. The regulation is expected to have particular impact where inappropriate financial advice has been given and the retail client loses money as a consequence. The regulation complements section 912B of the Corporations ...

Planning business gives teachers bad advice

HAMISH MADDEN  |  TUESDAY, 15 MAY 2007
... switching advice given to clients and had acted in a misleading or deceptive manner. The business specialised in financial advice for teachers. Between December 2004 and September 2005 First Capital advised 170 teachers to switch from First State Super ...

Mercer appoints advice operation manager

HAMISH MADDEN  |  FRIDAY, 20 APR 2007
Mercer Wealth Solutions has appointed a new financial advice operations manager. Vicky Ampoulos brings over 20 years industry experience to the newly established role, where she will collaborate with group stakeholders and clients to drive growth in ...

Mortgage brokers bounce back in latest mystery shop

... legally required to disclose commissions, a high 62 per cent disclosed their fees. On fears that brokers provide financial advice when they are not licensed to do so, some 95 per cent of brokers did not provide planning advice. The inaugural survey was ...

GESB launches advice division for members

HAMISH MADDEN  |  FRIDAY, 13 APR 2007
Western Australia's $8 billion public sector super fund GESB has launched a new financial advice service for members, with a former Mercer exec to head up the division. Former Mercer HR Consulting executive, Michael Heffernan, will head up the GESB ...

Attitude determines financial altitude: Plum

... 'avoiders', or those who won't do anything about their retirement, to the 'planners', who would actively seek financial advice. Plum's managing director, Mike Fitzsimons, said that the opt-out model cuts across all segments, providing improved savings ...