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Showing 71 - 80 of 82 results for "Interests First"

La Trobe Financial launches retail platform

DARREN SNYDER  |  WEDNESDAY, 5 OCT 2016
... access, anytime and anywhere. Our customer service motto for over 60 years has been to focus on our investors' interests first," Andrews said. La Trobe Financial chief executive and president Greg O'Neill said: "Our Credit Fund's objective is to protect ...

Survey reveals little faith in bank advice

MARK SMITH  |  THURSDAY, 22 SEP 2016
... five Australian consumers have faith that traditional retail banks will give them unbiased advice and put their interests first. That's one of the key findings from a recent global survey of 55,000 consumers across 32 countries - including 2,001 from ...

OneVue announces management, strategy changes

ALEX BURKE  |  FRIDAY, 1 MAY 2015
... their clients back - you get them back by knowing there's a standard process that's being followed that puts their interests first. How can that be a bad thing at the moment, when there's so much disruption in the industry?"

Steve Tucker and Paul Heath launch HNW business

JAMES FERNYHOUGH  |  WEDNESDAY, 10 DEC 2014
... commission for selling them into products that may or may not suit them. This enables us to genuinely put our clients' interests first at all times." Heath said: "A major benefit for our clients is that Koda Capital is not aligned with or owned by a ...

Upfront commissions linked to bad advice

JAMES FERNYHOUGH  |  FRIDAY, 10 OCT 2014
... writing. An AMP spokesperson said: "Customers expect us to provide them with quality financial advice that puts their interests first. We take this seriously and stand behind the advice we give to customers. "ASIC's report raises some important issues ...

150,000 candidates cramming for CFA exams

MARK SMITH  |  THURSDAY, 5 JUN 2014
... investment industry that is a force for good. These investment professionals are vowing to place their clients' interests first through the highest standards of professional ethics, and education." The CFA Program is a self-study program, considered ...

Republicans vote that advisers have no best interest duty

ALEX DUNNIN  |  FRIDAY, 1 NOV 2013
... Republican-dominated Congress in the US has voted for a bill that allows advisers to act without putting their clients' best interests first. However the chances of the bill becoming law are slim, as it is unlikely to pass through the US Senate and even ...

We're watching you, APRA warns trustees

JAMES FERNYHOUGH  |  THURSDAY, 24 OCT 2013
... industry to enhance its standards and practice in key areas, and to retain an unrelenting focus on putting members' interests first." She said that the size and complexity of the super industry made it similar to other financial institutions, and hence ...

FOFA discontent rumbles on after PJC findings

CLAIRE MCGREAL  |  THURSDAY, 1 MAR 2012
... framework". "We want higher standards for financial advisers, we want a best interest duty that puts consumers' interests first and we want an end to commissions," said John Brogden, FSC chief. Planning bodies the Financial Planning Association (FPA) ...

FPA drafts practice principles

MICHAEL HOBBS  |  WEDNESDAY, 12 MAR 2008
... planning process. "The community expects professional financial planners to act with integrity and put their clients' interests first. FPA membership, now more than ever, demonstrates absolute commitment to professionalism and good practice," said Bl ...