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| | | ... in 2003. A key strength of the group is its member education, advice and employee benefit solutions, such as financial advice, discounted home loans and salary packaging, it offers to corporate clients. Plum has two main super products, a corporate and ... |
| | | | Sage Financial Services has bought Tandem Financial Advice's Cronulla operation, Advice Financial Solutions, and has begun transitioning the combined businesses into the Tandem group. Husband and wife team Wilson and Analaura Luna are the principals ... |
| | | | ... increasingly popular as the ICI reports that the cheapest 20 per cent of funds attract 80 per cent of inflows, financial advice involving no-loads funds only accounts for an estimated 10 per cent of adviser revenue. While data comparable to the ICI research ... |
| | | | ... individuals, in simplifying retirement plans and for improving succession planning for business, particularly for financial advice businesses. For business succession, particularly relevant to planners who own their own advice business, changes detailed ... |
| | | | ... consumer protection, added his advice to consumers. "Before you take out a reverse mortgage, get independent financial advice to help you decide whether the product is likely to be able to meet your needs now and in the future, ask an independent solicitor ... |
| | | | ... performance issues. The survey also highlighted some worrying areas around the issue of employers being unable to offer financial advice to staff on the issue of super, as well as just 41 per cent of those surveyed feeling comfortable with their retirement ... |
| | | | ... of their retirement savings or investments. But the regulator still advocates that consumers get professional financial advice before making any decisions. "Naturally, every investment has its own individual features affecting risk and reward that a ... |
| | | | ... Limited to offer additional advice to its members. Under the agreement Trust will offer individual personal and financial advice to Telstra Super members, including an offer of simple wills, estate planning, powers of attorney, total care and outsourced ... |
| | | | ... respected profession. Klipin believes part of the answer is ramping up education and professional standards. "The financial advice industry is on its way to being profession, in the same vein as accountants, medicos and lawyers and other professionals. ... |
| | | | ... risk than male investors, an appetite which grew as they got older. As well, females were more likely to take financial advice from someone they trusted while men preferred to try and work things out for themselves and impose their own judgments. What ... |
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