Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 7551 - 7560 of 9822 results for "Advisers"

FOFA fatigue prompts new Guardian offering

ELISE BURGESS  |  MONDAY, 26 SEP 2011
Guardian Financial Planning's 145 advisers now have access to a free paraplanning service for risk Statements of Advice. The new offering comes after Guardian surveyed its advisers and found they are suffering from FOFA fatigue. "We surveyed the advisers ...

Legal threats loom over poor SMSF advice

ELISE BURGESS  |  FRIDAY, 23 SEP 2011
Some financial advisers and accountants that call themselves 'SMSF specialists' are ill-equipped to adequately advise on running a self-managed super fund - making them prime targets for litigation and causing reputational damage to the SMSF sector. ...

Super funds call for calm amid market fall

MATT WOODINGTON  |  FRIDAY, 23 SEP 2011
... hyper-sensitive to this situation and they should be getting personal advice either from their super fund or from those advisers that act in their best interests," said Paul Schroder, general manager, growth and opportunities, AustralianSuper. "That ...

Zurich launches adviser iPad app

ELISE BURGESS  |  THURSDAY, 22 SEP 2011
Advisers will now be able to access Zurich's insurance offerings through an iPad app launched today as the group continues to develop its fully formed insurance offering. The iRisk Adviser App allows advisers to conduct on-the-spot insurance needs analyses ...

US adviser fiduciary rule stalls

ALEX DUNNIN  |  THURSDAY, 22 SEP 2011
Concerns that the US Department of Labor's new definition of fiduciary duty for financial advisers is too demanding has prompted the retirement savings regulator to re-initiate industry discussions, a process that some believe may take up to two years. ...

ISN submission targets advice requirement

ELISE BURGESS  |  TUESDAY, 20 SEP 2011
... impede the provision of affordable advice," said Robbie Campo, ISN's manager of strategy. ISN also raised concerns that advisers may avoid providing advice to their existing passive client base if legislation does not stipulate that the best interests ...

netwealth aims to plug gaps in planner needs

MATT WOODINGTON  |  MONDAY, 19 SEP 2011
Independent platform provider netwealth has launched a new online service for advisers providing more efficient back office capabilities to help cater for the requirements of the Future of Financial Advice reforms. netwealth said that the 'next generation' ...

Conversation the key to speeding up SOA

RACHEL DAVIS  |  MONDAY, 19 SEP 2011
... financial planners and dealer groups, according to an advisory technology expert. A key thought-shift in technology allows advisers to create all the information needed in the statements of advice (SOA) while in conversation with a client, said Cameron ...

Rice Warner clarifies $11 estimate

ELISE BURGESS  |  THURSDAY, 15 SEP 2011
... serviced regularly or the implementation and ongoing costs of other FOFA reforms. Rice Warner said it also clearly assumed advisers are in regular annual contact with clients when forming the estimate and had factored in the proposed grandfathering provisions ...

SMSFs given leeway on property assets

MATT WOODINGTON  |  WEDNESDAY, 14 SEP 2011
... endorsed by the Self Managed Super Fund Professionals Association (SPAA), which, it said, would allow investors and their advisers to plan with more confidence. "The single acquirable asset rules and the severe restrictions on asset improvements introduced ...