Search Results | Showing 61 - 70 of 95 results for "Independent advice" |
| | | ... investors in a far shorter timeframe." Hardwick also questioned the $5,000 offered to clients who want to obtain independent advice on Macquarie's assessment. "In some instances, this will be adequate, but in others it will be grossly inadequate," he ... |
| | | | ... opportunity to raise issues. CBA was also found to be inconsistent when offering $5,000 so clients could obtain independent advice to assess whether CBA's review of their advice and any compensation offer was adequate. This information was made public ... |
| | | | ... grow by recruiting new practices. Following the buyout of the ANZ stake, Fortnum is among Australia's largest independent advice businesses. The multi-million dollar deal was a collective effort, with around 80% of Fortnum's 28 practices and 87 financial ... |
| | | | ... have received and any settlement that may be due as a result of that advice. It then extends to offer them independent advice from a customer advocate following the discussions with Commonwealth Bank people. If they're not happy with that outcome, it ... |
| | | | ... business," the bank reiterated, and added that "communication to customers and the offer to reimburse the cost of independent advice were not applied consistently." The committee expressed concern that "it may still not have a correct understanding of ... |
| | | | ... to raise issues. They were also inconsistent when offering $5,000 to affected clients so they could obtain independent advice to assess whether CBA's review of their advice and any compensation offer was adequate. CBA admitted in a statement that "the ... |
| | | | Former NAB Private Wealth adviser Sarah Hackney has launched a new open architecture independent advice platform, called Full Circle Wealth Management. The new business, backed by former Ellerston Capital chief executive Glenn Poswell, is aimed primarily ... |
| | | | ... When seeking advice on super fund switching, less than 20% of people on average perceived they were getting independent advice from bank aligned financial advisers. |
| | | | ... planning sector with the launch of a personal banking offering for advisers. The bank already works with about 250 independent advice firms and manages approximately $750 million of client funds, but it will now start to provide financial products to ... |
| | | | ... arising from the various regulatory changes, market consolidation and the desire by advisers to provide quality independent advice to their clients. "In addition, the premium funding business presents strong growth opportunities and a potential strategic ... |
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