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Showing 141 - 148 of 148 results for "FOFA reforms"

AFA takes the lead with consumer campaign

ELISE BURGESS | FRIDAY, 25 FEB 2011

The Association of Financial Advisers (AFA) said it sees opportunities in the FOFA reforms and will be looking for ways to work with its members to make the most of the upcoming advice industry changes. Speaking at an AFA event on Wednesday, AFA chair ...

Dealer groups raise stakes in portfolio mgmt

ALISON BEVEGE | FRIDAY, 25 FEB 2011

... managed accounts, Potter said. Also speaking at the briefing was Connie McKeage, chief executive of OneVue, who said FoFA reforms put the client first before the product provider or platform. "It should have been that way from the start." She said the ...

AMP steps up adviser support

ELISE BURGESS | WEDNESDAY, 23 FEB 2011

... upgrade program has been timed to co-incide with an AMP roadshow briefing advisers about how the expected government FOFA reforms will impact the industry Dan Powell, director of independent financial advisers and alliance distribution, told the roadshow ...

Morningstar signs $35bn research deal with CFS

MICHELLE BALTAZAR | WEDNESDAY, 16 FEB 2011

... when financial advisory groups face greater fiduciary responsibilities on their advice recommendations and ahead of FOFA reforms. The benefit to their clients, like CFS, is the transparency of their ratings and the breadth of their research coverage. ...

BT Financial expands into insurance

ELISE BURGESS | MONDAY, 14 FEB 2011

... Other insurance providers also provide many, if not all, of these features already. However, BT prepares for proposed FOFA reforms by including an option for unbundled commission. "We have built the ability to give upfront commission, hybrid commissions ...

Advisers of tomorrow are 'choice architects'

ALEX DUNNIN | TUESDAY, 26 OCT 2010

... you promise. "People seek economic utility, which is 'what do I get and how much will it cost?'" Inwood said the FOFA reforms will push the advice industry towards this new paradigm, whether or not it is ready. The reforms, despite being populist, won't ...

Advice 'opt in' reforms to dictate platform choice

RUTH LIEW | WEDNESDAY, 13 OCT 2010

... upgrades. As for advisers looking for help in opt-in arrangements, Heine said it is something they can set up, should the FoFA reforms become law. "One of the functions of a platform for a long time is to collect adviser fees. I see the opt-in function ...

SMSF advisers back FOFA call to upskill

SPAA RELEASE | WEDNESDAY, 1 SEP 2010

... executive, said advisers are throwing their weight behind raising adviser competency standards through the proposed FOFA reforms (93 per cent). "The survey findings also confirmed many SMSF practices had embraced the proposed new fee for service regime ...

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Vale Garry Wyatt

KARREN VERGARA | 12:35PM

Garry Wyatt, the co-founder and chief executive of Insync Funds Management, has sadly passed away.

NRF appoints inaugural chief investment officer

ELIZA BAVIN | 11:28AM

The National Reconstruction Fund has named its first chief investment officer.

First Bitcoin ETF to launch this week on ASX

ANDREW MCKEAN | 12:44PM

VanEck will make history this week as the first investment manager to launch a Bitcoin ETF on the ASX.

More Aussies anticipate renting in retirement: Vanguard

ANDREW MCKEAN | 12:47PM

An increasing number of Australians expect to be paying off a mortgage or forced to rent in retirement, according to the latest Vanguard How Australia Retires survey.

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