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Showing 4281 - 4290 of 4394 results for "financial Advice"

Investec measures value of advice

... Advisers is working on an ambitious plan to give clients automated reports that quantify how much Investec's financial advice adds, or subtracts, to the overall investment returns of their clients. The group's senior executive Robert Lipman said that ...

Reverse mortgages better than starvation

ALEX DUNNIN  |  FRIDAY, 3 NOV 2006
... you'll get squeezed," he said. Ireland said Mariner won't sell a reverse mortgage to anyone unless they have had financial advice. "We do that because of the social security, tax and estate planning issues."

Keating laments missed super opportunities

HAMISH MADDEN  |  MONDAY, 30 OCT 2006
... super accounts the community would already have enough personal savings to require significant levels of quality financial advice, he said. "We need an efficient funds management industry that charges modest fees for the services they provide delivering ...

Don't bury reverse mortgages in regulation: Martin

HAMISH MADDEN  |  WEDNESDAY, 25 OCT 2006
... bringing down the barriers, not putting them up." Martin added that if an individual of sound mind with proper financial advice and full information wanted to access their own equity, it was no one's business trying to prevent them. Martin also commented ...

What savings problem?

... knew more about financial management, a statistic that gels well with the industry's push for consumers to seek financial advice and with the government's www.understandingmoney.gov.au initiative. What else would spur them to save more? More tax breaks ...

AXA's value of advice translating into happy customers

HAMISH MADDEN  |  MONDAY, 23 OCT 2006
... understanding of their needs and circumstances through adequate investigation and questioning. Acting general manager AXA Financial Advice Network, Adrian Emery, said the results were an endorsement of the group's strategy and focus on the value of advice. ...

Tassie investment schemes wound up

HAMISH MADDEN  |  FRIDAY, 20 OCT 2006
... Act. The court also ordered the companies themselves be wound up. In May Cavanough was banned from providing financial advice for 10 years. John Gibbons of Ernst & Young has been appointed liquidator of SMS Advising Group, SMS Administration and the ...

Tynan Mackenzie promotes CEO successor

HAMISH MADDEN  |  MONDAY, 9 OCT 2006
... growth. His combination of industry knowledge and commercial drive has made Tynan Mackenzie one of the leading financial advice firms for high net worth Australians. He has the business well positioned for the next phase." Before joining Tynan Mackenzie ...

Tandem in the market for flagship practices

HAMISH MADDEN  |  FRIDAY, 29 SEP 2006
Tandem Financial Advice has flagged plans to increase the number of planning practices under its Stairway program from 12 to 22 next year. The Stairway program networks Tandem's flagship practices, giving them a peer group to share best practice ideas ...

Advice scam nets accountant 8 years inside

HAMISH MADDEN  |  TUESDAY, 19 SEP 2006
An accountant who fleeced nearly $1 million from investors through his financial advice business has been jailed for eight years. Piet Walters was found guilty of 14 charges of dishonesty relating to $972,000 given to his Drury Management business in ...