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Showing 101 - 110 of 746 results for "FOFA"

Aligned advisers return to UK

MARK SMITH | WEDNESDAY, 3 AUG 2016

... aligned advice - the new advisers will be restricted to recommending only Aviva products - after the UK's version of the FoFA reforms, the Retail Distribution Review, all but consigned the vertical model to the scrapheap when they came into force in ...

ASIC issues first "best interests" duty penalty

ALEX BURKE | THURSDAY, 9 JUN 2016

ASIC has taken its first action against a licensee for breaching the FoFA "best interests" duty showing that the reforms have come of age. NSG Services, formerly National Sterling Group, is licensed to provide personal advice on risk insurance and superannuation ...

Midwinter launches online training portal

KERRIE SYDEE | TUESDAY, 7 JUN 2016

... offer users rewards and incentives for completing each part of their training. McClelland added that with the introduction of FOFA and requirement to act in the best interest of the client, the importance of strategy and accurate scenario modelling is ...

AdviserLogic appoints former Countplus director

ALEX BURKE | FRIDAY, 3 JUN 2016

... financial services and accounting are experiencing at present and over the horizon." Smith added: "A casualty of the post-FOFA market will be small or even mid-sized players that just offer similar services that are available down the road or over the ...

Former politician joins fintech board

DARREN SNYDER | FRIDAY, 27 MAY 2016

... the Ripoll Report into Financial Services and Products in Australia and eventually led to the Future of Financial Advice (FoFA) reforms. "Fintech is clearly having a transformative effect on financial services and the way the industry meets customer ...

ASIC to run rule over mortgage commissions

MARK SMITH | THURSDAY, 26 MAY 2016

... approval times for some firms. A similar review of commissions for financial planners led to the Future of Financial Advice (FOFA) reforms, which have rendered some operating models obsolete. The latest review has led some to speculate that real estate ...

Focus Financial looking for more local partners

KERRIE SYDEE | THURSDAY, 19 MAY 2016

... services industry will help to put clients at the centre of advice, just as it has in the US. "We are very familiar with FOFA because we have lived with a version of FOFA since 1940. Our entire industry was built on it, so we like it," she said. "We ...

Opt-In headache given mobile relief

KERRIE SYDEE | TUESDAY, 17 MAY 2016

... mobile office solution for advisers, have partnered to deliver an electronic solution to alleviate issues surrounding the FoFA Opt-In for financial planners. The partnership will allow advisers using Midwinter's AdviceOS to carry out online meetings ...

Dissatisfied customers 'unreasonable', 'acting improperly': CBA

KERRIE SYDEE | FRIDAY, 22 APR 2016

... demonstrate with action, not words, that they are willing to do the right thing by giving up commissions, going further than FoFA requirements and discontinuing their numerous attempts to water down consumer protection legislation," said Whiteley.

AIOFP retains industry super consultant

DARREN SNYDER | WEDNESDAY, 13 APR 2016

... their members and a workable financial advice solution is a key aspect of such service," Johnston said. "The introduction of FOFA and the elimination of specific conflicts of interest have injected some much needed confidence in the advice industry that ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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