Articles tagged with 'advice'

Industry funds bang commissions drum

24 November 2008 | Industry funds claim commissions have more impact in bad markets.


Teamwork the key in tough times

24 November 2008 | Expert urges planning principals to keep staff engaged in growth.


Macquarie extends federal guarantee to all retail bank deposits

20 November 2008 | Deposits above $1 million to be covered.


ASFA: Don’t switch without advice

27 October 2008 | ASFA urges super fund members to seek appropriate advice before switching in current crisis.


Instability and reforms will put pressure on dealer groups

3 October 2008 | Must become more efficient to cope with costs.


Calls for new advice model

18 September 2008 | Industry super funds in best position to deliver it: Sunsuper.


ICAA acknowledges ASIC concern over advice certificates

20 August 2008 | Accountants not checking borrowers' finances.


Role of investment ratings misunderstood

12 August 2008 | Ratings house warns on use of generalist reports for specialist advice.


Limit intra-fund advice – ASFA

12 August 2008 | Also calls for exclusion of product comparisons.


SMSF trustee prosecuted under SIS Act

6 August 2008 | ASIC breaks new legal ground.


CEOs clear on adviser incentivisation

6 August 2008 | PWC research discerns further platform cost reductions and a shift to fee for service.


Super in decline? See a planner

25 July 2008 | FPA urges fund members to seek advice as returns go negative.


Plan B holds ground

14 July 2008 | Plan B sticks to forecast as FUMA increases marginally.


Hewison stokes commissions debate

2 July 2008 | Former chair calls on the FPA to take the lead in banning commissions.


Property advice on agenda

23 May 2008 | Sherry signals breadth of change.


We’re not in it for the fees

16 May 2008 | Accountants claim they are being misrepresented on SMSF establishment.


Are SMSF trustees clients?

8 May 2008 | Focus turns to status of SMSF trustees as clients of professional advisers.


Common SMSF breaches

7 May 2008 | SMSF trustees still guilty of breaching rules.


How to reach Gen Y

21 April 2008 | Reach out to Gen Y through baby boomer parents.


Clients maintain faith in advisers

17 April 2008 | Uncertain times provide opportunities.


Engineers Australia renews investment deal

16 April 2008 | New deal struck with 2020 Directinvest.


Perpetual adds anti-detriment

25 March 2008 | Death changes reflect adviser feedback.


Funds want fees prohibition on FHSAs

12 March 2008 | Industry funds extend anti-fee stance to First Home Saver Accounts.


Planning adds real value

13 February 2008 | Research reveals real benefits of advice.


Affordable advice helps close insurance gap

6 February 2008 | Tower CEO makes plea for simplicity.


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Super Regulation Should superannuation funds be compelled to suspend advertising capable of persuading uninformed investors to crystallise losses?
Yes
 
86%
No
 
14%
The poll is closed.

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