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Showing 51 - 60 of 69 results for "Comprehensive Advice"

FPA-Cbus referral deal makes promising start

JAMES FERNYHOUGH  |  THURSDAY, 16 JAN 2014
... "which is certainly above where we need to be for a successful pilot." He said the majority of members seeking comprehensive advice were approaching or at the retirement age. Rantall said the early signs were positive, and that if it continues to go ...

Best Interest drives advisers away from products

LAURA MILLAN  |  MONDAY, 29 JUL 2013
... Interest Duty provision of the Future of Financial Advice (FoFA) regulation is designed to make planners give comprehensive advice in a process where recommending a product is "the last piece of the puzzle." At the end of the advice process, the planner ...

Scaled advice to shape industry future

LAURA MILLAN  |  TUESDAY, 23 JUL 2013
... "Scaled advice is a new opportunity for financial planners," Rantall said. "FoFA hasn't reduced the cost of comprehensive advice, that's why many practices are looking at other models to seek more efficiency."

Gap increasing between consumers and cost of advice

LINDA HAUSKEN  |  WEDNESDAY, 9 MAY 2012
... their financial advice, down from $670 in 2010. "With planners estimating that it costs $2,550 to provide comprehensive advice, there is a clear gap between the expected and actual cost of advice," said Investment Trends senior analyst Recep Peker. "Planners ...

AMP scales advice for affordability

ELISE BURGESS  |  MONDAY, 18 JUL 2011
... advice, but what we are trying to do is provide an offering that in some ways is between full face-to-face comprehensive advice and a call centre." New figures from CoreData Brandmanagement have shown that the proportion of investors bypassing intermediaries ...

RI Advice insurance sales up 300pc

ELISE BURGESS  |  THURSDAY, 16 JUN 2011
... also surging. Back in 2009, RI Advice Group, formally RetireInvest, repositioned the business to provide comprehensive advice, allowing its advisers to select from new branding models, brand exclusivity and an equity alignment scheme. The group also ...

Credit Suisse appoints Australian head

MATT WOODINGTON  |  WEDNESDAY, 1 JUN 2011
... a major role in driving collaboration with our investment banking and asset management divisions to offer comprehensive advice to our private banking clients."

AustralianSuper new player in advice industry

ELISE BURGESS  |  FRIDAY, 29 APR 2011
... there's going to be quite a bit of play here, especially through scaled or intrafund advice, but we are more in comprehensive advice complex area so in this instance we will be offering advice combining the two models," said Reddacliff. For independent ...

More time needed for Stronger Super side issues: Costello

ALISON BEVEGE  |  TUESDAY, 29 MAR 2011
... on how to implement the Stronger Super response to the Cooper Review. In his speech he raised the cost of comprehensive advice and said it can not be included in default superannuation products. He said people in default strategies needed better value ...

Civic joins Financial Index Australia

COMPANY RELEASE  |  THURSDAY, 10 JUN 2010
... collective experience, will remain with the business and maintain their current focus on providing clients with comprehensive advice in areas including retirement planning, wealth creation and superannuation. "Our strong competencies and tailored solutions ...

Editor's Choice

Australia an 'efficient' market for multinationals

MATTHEW WAI
A new report by Mercator by Citco (Mercator) has revealed that while multinational organisations face significantly higher operations demands in Asia-Pacific (APAC), Australia has proven to be one of the most efficient markets.

Brighter Super default members earn 11% in FY25

KARREN VERGARA
Brighter Super's MySuper option achieved 10.9% p.a. for the 2025 financial year, exceeding performance for the medium and long term.

SIAA chief executive steps down

ELIZA BAVIN
Stockbrokers and Investment Advisers Association chief executive Judith Fox will step down after six years in the role.

GQG assets hit record high despite underperformance

KARREN VERGARA
GQG Partners' assets jumped $4 billion to reach a record high of US$172.4 billion for the 2025 financial year despite experiencing "short-term relative underperformance".

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John Burke

John Burke

GLOBAL CHIEF EXECUTIVE OFFICER
BENNELONG FUNDS MANAGEMENT LTD
Bennelong Funds Management is like a mainline into the jugular of Australia's financial advice sector, with more than 6500 advisers channelling capital to its funds. But its global chief executive John Burke says the job's not done yet. Andrew McKean writes.
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