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Showing 131 - 140 of 746 results for "FOFA"

Independent dealers in M&A mode

ALEX BURKE | MONDAY, 27 JUL 2015

... Government, but the market has come back substantially on the M&A side now that we have surety on grandfathering and other FoFA reforms." He added that cultural incompatibilities and brand damage due to recent advice scandals was also pushing advice ...

InvestSMART launches free robo-advice tool

ALEX BURKE | THURSDAY, 23 JUL 2015

... with a number of financial advisers about it. The service is strictly about asset allocation. It's worth noting that post-FoFA, the majority of consumers - the mass market - can't afford $5000 fee-for-service investment advice," he said. "We see this ...

Forward-thinking advisers benefit from opt-in deadline

ALEX BURKE | WEDNESDAY, 1 JUL 2015

ASIC's "facilitative approach" to the Future of Financial Advice (FoFA) opt-in and fee disclosure statement requirements ends today, but forward-thinking practices have nothing to worry about. The deadline was originally June 30, 2014, but it was extended ...

Cost cuts put research at risk

DARREN SNYDER | MONDAY, 29 JUN 2015

Concerns are mounting that the push to lower operating costs in reaction to FoFA and competitive pressures will drive wealth groups to keep pruning their research capabilities, driving clients to source third-party solutions or reduce the role of research ...

SDI products drive retail FUM growth

ALEX DUNNIN | FRIDAY, 5 JUN 2015

... emphasised, however, that this scenario of retail wealth managers being under disruptive attack does not include reference to FOFA or the expected impacts of Robo Advice platforms - both of which are widely anticipated to accelerate the growth of SDI ...

FoFA among top 20 global regulatory nightmares

LAURA MILLAN | THURSDAY, 28 MAY 2015

The Future of Financial Advice (FoFA) reform is one of the 20 most challenging pieces of regulation globally, according to a survey of 600 compliance professionals across the world. The 'Cost of compliance 2015' report by Thomson Reuters asked compliance ...

ANZ enters fast growing ETF market

LAURA MILLAN | TUESDAY, 26 MAY 2015

... super fund market, for example," Laidler said. He explained that it also makes sense in a post-Future of Financial Advice (FoFA) where advisers don't receive commissions for investments. At the same time, investors become more aware of active investment. ...

Advice not just compliance: Centrepoint

ALEX BURKE | FRIDAY, 15 MAY 2015

... licensees and practices are obsessed with "[their] own processes rather than the needs of clients." "We need to embrace the FOFA changes to consumer protections, remuneration, conflicts of interest and justification for product recommendations. However ...

ISA and AIST want changes to professionalism model

DARREN SNYDER | WEDNESDAY, 13 MAY 2015

... ambition of being regarded a profession, while advisers can be paid conflicted remuneration," the submission states. "While the FoFA reforms introduced a ban on sales commissions, conflicted remuneration continues to be widespread as a result of extensive ...

Advisers Register hits 22k

DARREN SNYDER | WEDNESDAY, 29 APR 2015

... currently focusing on quality advice and potential miss-selling of financial products in large financial businesses," he said. "FOFA has made some very important changes to conflicts of interest and remuneration structures but there are still conflicting ...

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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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