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Showing 6401 - 6410 of 9822 results for "Advisers"

RI Advice launches estate planning service

JAMES FERNYHOUGH  |  MONDAY, 24 MAR 2014
... ANZ-owned dealer group RI Advice Group has launched an Estate Planning Program to be used by its network of 170 plus advisers. Head of RI Advice Group, Darren Whereat said the new program is intended to reach the next generation of current clients, and ...

Rice Warner overhauls structure, makes key appointments

ALICE URIBE  |  THURSDAY, 20 MAR 2014
... client strategies, including the core issue of efficient and effective member engagement and advice for super funds and advisers," a Rice Warner release said. Fuller said she was pleased to welcome team members to new roles, comprised of a number of ...

Industry receives FoFA bill with mixed feelings

LAURA MILLAN  |  THURSDAY, 20 MAR 2014
... government introduced yesterday to the parliament. The FPA supports the removal of the "catch all" definition of the advisers' best interest duty under section 961B(1) of the Corporations Act. "It was undefined and we would have had to wait for a court ...

Count Financial launches its Accountants' Solution

ALICE URIBE  |  THURSDAY, 20 MAR 2014
... doing.A Accountants risk losing clients if they decide not to provide SMSF advice and refer their clients to financial advisers outside their firm," Lane said. The 'Accountants' Solution' has a choice of two options: a mid-level authorisation enabling ...

Government limits general advice exemption in FoFA amendments

LAURA MILLAN  |  THURSDAY, 20 MAR 2014
... removal of the retrospective application of fee disclosure statements and the removal of the "catch all" definition of the advisers' best interest duty under section 961B(1) of the Corporations Act. The industry welcomed the fact that the government ...

FoFA changes no threat to best interest duty: lawyer

JAMES FERNYHOUGH  |  WEDNESDAY, 19 MAR 2014
... proposed amendments to the Future of Financial Advice (FoFA) reforms will not compromise the best interests duties of advisers to their clients. The advice, provided by Ian Jackman SC and Gregory Drew, came on the eve of the introduction of the amendments ...

Dealer group Infocus buys MLC shares, becomes independent

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
... life goals, regardless of the products that may be chosen to help them get there." Infocus has more than 110 aligned advisers working in over 70 practices around the country, it has around $3.2 billion in funds under advice and $48 million in risk premiums ...

OneVue shuffles reporting lines ahead of IPO

ALICE URIBE  |  WEDNESDAY, 19 MAR 2014
... two years and will bring significant technical and operational knowledge to the adviser services team," McCallum said. "Advisers will benefit from greater operational knowledge which will greatly increase response turnaround times." McCallum added that ...

Advisers have to act in client's best interests: PM

ALEX DUNNIN  |  TUESDAY, 18 MAR 2014
... claims that regardless of what the government does to the Future of Financial Advice (FoFA) legislation that financial advisers will still have undefined best interests obligations. Speaking at Parliament House yesterday regarding the government's commitment ...

Actuate rebrands, now SFG Alliance Services

LAURA MILLAN  |  TUESDAY, 18 MAR 2014
... said. The rebranding coincides with the introduction of SFG Alliance Service's adviserHQ website, which allows AFSLs and advisers to access the support of SFG through advice documents, research, product and platform solution, technical services, practice ...