Search Results | Showing 11 - 20 of 23 results for "post-FoFA" |
| | | ... means little change for our clients but we get the scale and structure we require to support our service ambitions in a post FOFA world." Louise Parker owner of Financial Lifestyle Managers agrees with Blundell and believes the move is a great opportunity ... |
| | | | A new plaform for financial planners has been launched with the aim of making it easier to engage with clients, over the internet as well as face to face. The Astute Wealth Advice - Client Engagement Platform, is an online program that aims to both ... |
| | | | ... active highly concentrated funds, like the strategy in the Franklin Templeton Global Growth Fund more relevant in a post FOFA world," said McKay. "The global growth strategy is a highly concentrated global equity strategy benchmark unaware and we're ... |
| | | | ... service for advisers to help them explain and quantify share portfolio risks. Managing director George Lucas maintains the post FOFA world will see advisers having to better understand risk as they increasingly move towards direct equities. "From a reasonable ... |
| | | | Adviser numbers are set to remain steady post FOFA, with average adviser income expected to rise to $260,000 per year by 2026, according to the latest research from Rice Warner. The report, commissioned by the Industry Super Network, is the updated ... |
| | | | ... addition to plans to find an investor to acquire 100% of the planning business to help implement new strategic ideas in a post FOFA environment. Matrix said this approach will allow it to "maintain a concentration of resources on a smaller, more focused ... |
| | | | ... Matrix is looking for an investor to acquire 100% of the planning business to help implement new strategic ideas in a post FOFA environment. Shareholders and advisers are behind the decision to sell the business according to managing director Rick Di ... |
| | | | ... Solutions is looking for an investor to acquire 100% of the planning business to help implement new strategic ideas in a post FOFA environment. Shareholders and advisers are behind the decision to sell the business according to managing director Rick ... |
| | | | Mercer, a global industry all-rounder in research, consulting and investment funds, has its sights firmly set on the Australian financial advice industry, with plans to become a dominant player within the next decade. In its target of the retail market ... |
| | | | ... Barrett arrived from CFS in April and has set about building a new structure across the ANZ dealer groups to prepare for a post FOFA, fee for service world. ANZ Wealth confirmed that Ashley Stewart, its general manager, financial planning, is leaving ... |
|
