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Showing 51 - 60 of 77 results for "Comprehensive Advice"

Digital key to greater trust, literacy

KERRIE SYDEE | MONDAY, 29 AUG 2016

... build confidence but also trust in financial advice. "Financial planners need to look beyond face to face comprehensive advice if they're going to reach prospective clients in the way that those prospective clients want to learn. We need to embrace digital ...

Energy Super partners with robo-adviser

DARREN SNYDER | FRIDAY, 22 APR 2016

... existing suite of financial advice, which ranges from free, single-issue advice over the phone through to comprehensive advice from our experienced financial planners. Decimal's scalability and licensing model means we can roll out progressively and ...

New standards for member engagement

DARREN SNYDER | MONDAY, 8 FEB 2016

... key role to play in the provision of retirement advice, particularly to members whom the adviser focused comprehensive advice model is unable to service," Webster said. "The differences between retirement and investment advice provide an opportunity ...

Adviser standards need a tidy

DARREN SNYDER | MONDAY, 11 JAN 2016

... provide intra-fund advice should not be required to obtain the equivalent qualifications as those who provide comprehensive advice. ASFA said persons providing advice to wholesale clients do not need to meet the proposed education and training requirements ...

FPA helps advisers with life insurance

DARREN SNYDER | WEDNESDAY, 14 OCT 2015

... Checklist. The insights in the guide apply whether life-risk advice is given as limited (staged or scaled) or comprehensive advice. Rantall said a well-defined value proposition for life insurance advice was rarely confined to a one-off transaction. ...

Macquarie pays $11m advice compensation so far

LAURA MILLAN | THURSDAY, 23 JUL 2015

Macquarie Group's comprehensive advice remediation program has paid $11 million to disgruntled advice clients a year after it was put in place. Documents made public by the group prior to the annual general meeting today reveal that, to 30 June 2015 ...

Advisers need to provide multi-pronged services

ALEX BURKE | THURSDAY, 19 MAR 2015

... account as a factor, only a small proportion of Australians would prefer to receive the traditional model of comprehensive advice delivered face to face," said Investment Trends analyst King Loong Choi. "Instead, there are five times as many Australians ...

Young Australians want 'quick fix' tips from advisers

LAURA MILLAN | WEDNESDAY, 3 SEP 2014

... particularly interested in getting 'quick fix' tips from their financial planners, as opposed to long-term comprehensive advice, the Financial Planning Association (FPA) said. The results of the FPA's Financial Planning Week campaign prove that young ...

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 ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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