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Showing 3461 - 3470 of 4390 results for "financial Advice"

Centrepoint spent $4.9 million in client claims

LAURA MILLAN  |  WEDNESDAY, 24 JUL 2013
... performance over compliance concerns and audit functions. Centrepoint also spent $586,000 to implement the Future of Financial Advice (FoFA) legislation, as well as $426,000 on terminations of executive staff. Centrepoint-owned PIS has experienced a ...

Scaled advice to shape industry future

LAURA MILLAN  |  TUESDAY, 23 JUL 2013
The Future of Financial Advice (FoFA) reforms will bring an increase of demand for scaled advice over the long term and the cost of advice will go down, Rice Warner research commissioned by Industry Super Network (ISN) found. The report based on modelling ...

Grandfathering uncertainty already affecting businesses

LAURA MILLAN  |  MONDAY, 22 JUL 2013
... already feeling the consequences of the uncertainty around the grandfathering provisions within the new Future of Financial Advice (FoFA) regulations with planners hesitant to change licensees until the legislation is clearer. Synchron Group director ...

HLB growth leads to senior appointments

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... wealth management director. Lord has 20 years' experience in financial services, funds management, broking and financial advice. He established his own financial planning practice in 2002 and merged with HLB Mann Judd Melbourne last year. In Perth, Danny ...

ASIC's powers heightened under FoFA

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... Securities and Investments Commission (ASIC) will act more strongly on cases of misconduct in the wake of Future of Financial Advice (FoFA) the regulator said. The new FoFA regulation has allowed ASIC to take civil penalty actions, whereas until now ...

OneVue strenghtens platform offering

LAURA MILLAN  |  WEDNESDAY, 17 JUL 2013
... its Unified Managed Account platform as part of its strategy to ensure greater compliance with the Future of Financial Advice (FoFA) reforms. The platform will offer two separate investment package options from August 2013. WRAP+ and UMA VANTAGE will ...

Count goes "social" in hunt for accountancy business

ALICE URIBE  |  WEDNESDAY, 17 JUL 2013
... LinkedIn and Instagram to build trust with accounting practices who may be interested in transitioning to becoming financial advice firms. "There are 10,000 suburban accounting firms who don't currently provide advice and with the regulatory changes ...

Clients want a "social" relationship with advisers

ALICE URIBE  |  MONDAY, 15 JUL 2013
... about the prospects for financial advisers, even with the regulatory changes that have come from the Future of Financial Advice (FoFA) changes. "There has never been a better time to be an adviser, and with FoFA it makes it an even more important time ...

Accountants push for debate on FoFA changes

LAURA MILLAN  |  THURSDAY, 11 JUL 2013
... Accountants (IPA) has asked for "further exploration" of the Coalition's proposed amendments to the Future of Financial Advice (FoFA) legislation. The IPA said that it needs more detail on the amendments in order to make an assessment of the impact that ...

PIS sees dramatic drop in adviser numbers

LAURA MILLAN  |  WEDNESDAY, 10 JUL 2013
... around the aligned dealer groups. "There has been an incredible concentration in the industry, the Future of Financial Advice (FoFA) regulation has done the reverse of what it intended to do," PIS chief executive John De Zwart told Financial Standard ...

Editor's Choice

Mercer Super chief executive steps down

RIDDHIMA TALWANI
Mercer Super chief executive Claire Ross is departing after almost 17 years in senior leadership roles at the retail super fund.

AusFood Super looks to revitalise member engagement

MATTHEW WAI
The $3.5 billion super fund has partnered with InvestStream to launch RetireSmart+, becoming the first super fund to bring an AI-powered engagement experience to some 66,000 members.

L1 Group posts 'marked recovery' in June quarter

RIDDHIMA TALWANI
L1 Group has reported a marked recovery in investment performance in the June quarter.

European PE firm mandates Apostle with Australian distribution

RIDDHIMA TALWANI
Apostle Fund Management has been appointed by European investment firm Triton Partners for the distribution of its credit strategies in Australia and New Zealand.

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