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Showing 911 - 920 of 1436 results for "Comprehensive"

AFA can't give Trowbridge report "complete support"

ALEX BURKE  |  FRIDAY, 27 MAR 2015
... clients. "While acknowledging that there is a growing momentum from advisers towards fee for service, particularly for comprehensive financial advice, we believe Australians will pay more for life insurance advice if these recommendations are implemented," ...

ASX: The people's platform

STAFF WRITER  |  WEDNESDAY, 25 MAR 2015
... point because with 104 ETPs and 75 mFunds, the ASX is already a major wealth platform player with one of the most comprehensive yet low cost investment menus available. Another feature of the ASX platform, said Rainmaker, is that similarly to how managed ...

Client satisfaction up despite bad press

MARK SMITH  |  TUESDAY, 24 MAR 2015
... experiences customers of the country's leading advice firms have had over the last 12 months, according to a new comprehensive research report. The 'Designing the Future' study, conducted on behalf of Zurich by Melbourne-based research consultancy The ...

Advisers need to provide multi-pronged services

ALEX BURKE  |  THURSDAY, 19 MAR 2015
Cost is a prohibitive factor for many Australians in taking up comprehensive financial advice, but they are happy to transition from lower-priced discrete advice to a holistic service over time. This is the key finding of Investment Trends' 2014 Advice ...

New ASFA course focuses on post-retirement

STAFF WRITER  |  MONDAY, 16 MAR 2015
... post-retirement. The course will help financial advisers and funds respond to the ageing population and the growing need for comprehensive retirement advice and products. The ASFA Certificate of Post-retirement focuses on member needs and key risks in ...

New HNWIs demand unbundled services

ALEX BURKE  |  TUESDAY, 10 MAR 2015
... definitely seeing more high net worth investors wanting more of a piece-by-piece advice offering rather than fully comprehensive financial plans." The perception of high fees associated with comprehensive financial advice contributes to this push towards ...

XPLAN is top-rated financial planning software

ALEX GAMBOTTO-BURKE  |  WEDNESDAY, 4 MAR 2015
... client outcomes." According to Investment Trends analyst Ian Webster, XPLAN was chosen because it is a "world class comprehensive planning application". "The quality of XPLAN and the other Australian planning applications in the benchmark is testament ...

Tax concession debate "simplistic": SMSF Association

MARK SMITH  |  MONDAY, 2 MAR 2015
... adding that the measurements are based on unrealistic assumptions. For instance, concessions are measured against a comprehensive income benchmark which is only an estimate of the actual income tax collected by the government based on people marginal ...

PM Capital global fund boosts income growth

LAURA MILLAN  |  MONDAY, 23 FEB 2015
PM Capital Global Opportunities Fund total comprehensive income was $26.5 million for the six months to December 2014, up from $1.5 million last year. The ASX-listed fund reported earnings per share of 15.26 cents for the first half of the financial ...

OPINION: The Achilles heel of unbundled services

DARREN SPEIRS  |  WEDNESDAY, 18 FEB 2015
The popularity of self-managed super funds (SMSFs) has fuelled the rapid growth of an extensive range of unbundled services that promise trustees greater choice and control, as well as lower costs than traditional bundled services. However as Darren ...