Search Results | Showing 281 - 290 of 355 results for "Advice for" |
| | | ... The Dow Jones Affluent Investor Study found advisers don't do enough to leverage their bonds with clients to provide advice for broader financial needs when it looked at investors' relationships with their firm and adviser. The key under serviced areas ... |
| | | | Financial advisers who abandon the 'one-size-fits-all' approach when serving their baby boomer clients are better positioned to grow their business, said Bernard Salt, KPMG partner. Speaking at a Challenger briefing, Salt told over 300 planners and ... |
| | | | ... duplication of licensing and registration that will add another layer of compliance and ultimately push up the cost of advice for all Australians," Mark Rantall, chief executive FPA said. Meanwhile, accounting associations are generally supportive. "While ... |
| | | | ... authorised representative for 12 years. "Dianne displays great passion and integrity. She continually provides quality advice for all her clients and actively shares best practice ideas with industry networks," said Hugh Humphrey, Hillross managing director. ... |
| | | | Hot on the tail of its successful iPad-based financial planning conference, dealer group Synchron inks a growth strategy underpinned by the 'category killer'. The group, which currently has 176 advisers, plans to have 280 advisers by the end of 2013. ... |
| | | | ... UniSuper Advice, launched last December, has provided financial plans to more than 700 UniSuper members and general advice for thousands of members through its general and personal advice programs. The service is available in most capital cities, and ... |
| | | | ... planners, with 7.2 per cent market share and 1,354 advisers. It is also the fifth largest adviser group by funds under advice for the same period, with more than $19 billion in FUA. |
| | | | ... "catch up" contributions are allowed. The report also recommended incentives should be provided to seek out financial advice for retirement planning. The principles report comes at a time when superannuation as an industry came under a series of reviews. ... |
| | | | ... would be an ideal partner to help utilise the scale of the recently merged fund. This included phone based financial advice for members and improved online facilities, especially e-commerce. "Just as importantly, the Media Super Trustee Board felt Mercer ... |
| | | | ... to adopt. "The super funds have been forced to look at alternatives in order to provide reasonably priced, quality advice for many thousands of members. "They now pose a competitive threat to a portion of financial planners' client bases, by offering ... |
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