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Showing 1 - 10 of 23 results for "post-FoFA"

Consultum chief joins new firm

ELIZABETH MCARTHUR  |  TUESDAY, 24 AUG 2021
... successfully worked together previously, I'm confident ASVWFS is well-positioned to be the AFSL of choice in the post FoFA era."

HUB24 lifts targets

KANIKA SOOD  |  MONDAY, 20 AUG 2018
... IOOF. "We expect the key impacts of Royal Commission will represent an acceleration of existing forces at play on the post FOFA environment," it said. "These include three out of four major banks exiting wealth, pressure being applied to grandfathered ...

Sentry Group partners for back office solution

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
... financial advice and client service. "Advice practices and licensees must transform their operational models to reflect the post FoFA LIF era that requires consumer/client best interests are firmly at the centre of everything they do. "With significant ...

Lonsec portfolios added to Macquarie and HUB24 platforms

ALEX BURKE  |  MONDAY, 1 FEB 2016
... wealth of investment research, the portfolios invest in managed funds, listed securities and alternative assets. "In a post FoFA environment advisers and licencees are challenged to find more efficient and effective approaches to delivering outcomes ...

ANZ restructures advice licensees

LAURA MILLAN  |  FRIDAY, 4 SEP 2015
... Neil Younger said on a written statement: "With a changing environment for licensees and additional complexity in a post FoFA world, we believe this change to our management structure strengthens our ability to support growth in both of the licensee ...

Centrepoint's wealth business up 10pc

DARREN SNYDER  |  MONDAY, 24 AUG 2015
... wealth business was down 3% to $31.6 million, expenses also declined 6% to $24.4 million. Centrepoint said growth in post FoFA wealth revenues was offsetting the loss of grandfathered income. The company said although its new flat fee adviser model encouraged ...

Futuro ends AMP buyout deal

LAURA MILLAN  |  THURSDAY, 26 FEB 2015
... provide the high levels of support for our advisers that will enable them to grow their businesses and thrive in this post FoFA environment," he explained. He says that the firm's plans are to continue focusing on strong growth at a national level, but ...

Grandfathering pushes self-licensing

LAURA MILLAN  |  THURSDAY, 17 OCT 2013
... Advisory Practices (AAP) chief executive Soula Cargakis forecast the same trend and said it is an expected phenomenon in a post FoFA environment. "Two years ago we didn't know where FoFA was going and so we had self-licensed advisers moving to larger ...

Wealthtrac launches cloud-based SMSF platform

MARK SMITH  |  FRIDAY, 5 APR 2013
... half that of its nearest competitor. "We have been working closely with our advisers to understand their changing needs post FoFA, with issues such as fees, compliance, and process automation being at the top of the list. We believe our new SMSF certainly ...

Lonsec and Milliman challenge current advice model for retirees

LINDA HAUSKEN  |  WEDNESDAY, 31 OCT 2012
... is required to produce an outcomes-led advice solution that is closely aligned to the challenges facing advisers in a post FoFA environment and which also meets the needs of superannuation funds and institutions. The two firms also agree that the current ...
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