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Showing 1051 - 1060 of 1211 results for "Future of"

FOFA opens estate planning doors

ELISE BURGESS  |  THURSDAY, 7 APR 2011
... form a partnership with a lawyer or accountant," said Colley. "It is a way advisers can move across to the new parts of Future of Financial Advice changes," said Colley. Aged care is also more of an interest than it has previously been for advisers. ...

Roadmap to life insurance

ELISE BURGESS  |  WEDNESDAY, 6 APR 2011
The future of life insurance rests with advisers, good reforms and consumer education according to three key insurance figures speaking at the Financial Services Council Life Insurance Conference today. In the first session for the day in Sydney, Geoff ...

AFA prep advisers for FOFA

MICHELLE BALTAZAR  |  TUESDAY, 5 APR 2011
The Association of Financial Advisers (AFA) has prepared a handy member's guide to the Future of Financial Advice (FoFA) reforms, complete with details on AFA's stance on the proposed changes. The FOFA reforms will be tabled in parliament by spring ...

Guardian FP eyes risk advisers

ELISE BURGESS  |  FRIDAY, 1 APR 2011
... can provide statements of advice (SOAs) for advisers that do not have their own inhouse system to do this, alongside Future of Financial Advice support facilities. Over the next three years, Guardian plans to position itself as the AFSL that partners ...

Asgard upgrades insurance for FOFA

ELISE BURGESS  |  THURSDAY, 31 MAR 2011
... direct equities, model portfolios and Exchange Traded Funds (ETFs) to its platform. "What we are seeing in response to Future of Financial Advice (FOFA) reforms are advisers diversifying their own revenue streams by looking at new sources of revenue ...

Keep advice a simple business: BTFG

ELISE BURGESS  |  THURSDAY, 24 MAR 2011
... surviving FOFA, according to Mark Spiers, general manager of advice, BT Financial Group. Adviser are anxious around the Future of Financial Advice (FOFA) but Spiers said despite this that is important for advisers to still recognise the simplicity of ...

FOFA briefing fails to shed light on adviser concerns

MICHELLE BALTAZAR  |  FRIDAY, 4 MAR 2011
... Ross said that Treasury recognised it is 'different' to investment but still offered no indicators or clarity as to the future of financial advice as it relates to insurance.

More tailored advice for baby boomers: Salt

ELISE BURGESS  |  THURSDAY, 3 MAR 2011
... Speaking at a Challenger briefing, Salt told over 300 planners and financial services industry professionals that the future of financial advice will be for those who adapt to the radically changing demographic standards. Salt spoke of a portfolio lifestyle ...

Opposition slams opt-in policy

MATT WOODINGTON  |  MONDAY, 28 FEB 2011
... to the top 30 per cent of clients, by wealth. The issue of statutory fiduciary duty was also keenly discussed on the Future of Financial Advice panel. The consensus again was that the industry really just needs clear terms on what 'best advice' actually ...

ASFA ushers year of e-commerce

ELISE BURGESS  |  FRIDAY, 25 FEB 2011
... make operationally more efficient and "easy to do business with". "This is a significant time to be involved in the future of a very dynamic industry," Sammells said. "The base line is about having some standards to transact electronically, it's not ...