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Showing 151 - 160 of 746 results for "FoFA"

Decline in practice valuations bottoms out

MARK SMITH | TUESDAY, 10 FEB 2015

... in the 2014 calendar year as buyers and sellers returned after a six month hiatus arising from the implementation of the FoFA reforms. In its fourth year, the 2015 report examines the sale price and valuations of financial planning businesses across ...

FPA sets sights on lifting professional standards

MARK SMITH | FRIDAY, 16 JAN 2015

... Councils. Looking ahead, Rantall said 2015 will see the FPA focus on helping members navigate the new professional path set by FoFA, FSI and the PJC report. It will also be working with members to rebuild the reputation of the profession in the eyes ...

Australian Unity acquires Premium Wealth

ALEX BURKE | WEDNESDAY, 14 JAN 2015

... with Australian Unity, while chief executive Paul Harding-Davis noted the difficulties of vertical integration in a post-FoFA landscape, saying, "[It] became clear we would need to either engage in mergers and acquisitions of our own, or invite a like-minded ...

Government repeals Palmer FoFA changes

LAURA MILLAN | WEDNESDAY, 17 DEC 2014

The government has repealed the Palmer United Party's (PUP) proposed changes to the Future of Financial Advice (FoFA) legislation and grandfathering amendments have become law. The registration of the grandfathering provisions will see these regulations ...

Season's Greetings from Financial Standard

ALICE URIBE | FRIDAY, 12 DEC 2014

... (FSI) made a splash. And some of the issues that were big in 2013 continued on into 2014. The Future of Financial Advice (FoFA) regulations remain an ongoing saga and rather than end the year with clarity (as I'm sure many of you would have hoped), there ...

FEATURE: 2014 year in review

MARK SMITH, LAURA MILLAN, JAMES FERNYHOUGH | FRIDAY, 12 DEC 2014

This year has been another busy one for the financial servives industry. FoFA remained on the radar and the Financial System Inquiry has the potential to change things in a big way. The Financial Standard team takes a look at the issues that made waves ...

Advisers debate insurance commissions ban

LAURA MILLAN | TUESDAY, 9 DEC 2014

... Strategists director and adviser Jenny Brown noted that completely banning commissions "was tried in the UK via the RDR (their FoFA) and it didn't work, hence why it was reversed and commissions are now re-instated back." Brown said that she believes ...

Labor asks for bipartisan consensus on FSI super issues

LAURA MILLAN | MONDAY, 8 DEC 2014

... industry," Bowen said. He said that Labor will also work with the government on issues relating to the Future of Financial Advice (FoFA) legislation in an effort to lift standards in the financial planning industry. Greens' Senator Peter Whish-Wilson ...

Murray's FSI: consumers win round one

ALEX DUNNIN | SUNDAY, 7 DEC 2014

... financial advice business models while also giving the government an escape route from the political black hole known as FoFA. This of course can't be implemented without massive changes in what the government and the community believe is the role of ...

New FoFA likely to increase advice costs

LAURA MILLAN | FRIDAY, 5 DEC 2014

The latest changes to the Future of Financial Advice (FoFA) legislation have brought back the opt-in requirement, which will force planners to spend more time on paperwork and raise their fees charged to clients as a consequence. A survey by consultancy ...

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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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