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Showing 21 - 30 of 530 results for "Future of Financial Advice"

FS Power50 nominations open

ELIZABETH MCARTHUR  |  TUESDAY, 6 JUL 2021
... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. "2021 represents a tough year for a lot of advisers, with new education standards that must soon be met and an ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... advice. StrategyOne managing director Virginia Heyer said the clean licensee model and commitment to the future of financial advice at Count were the reasons for the firm choosing the licensee. "The fact that Count Financial is not owned by a retail ...

PIMCO eyes ETFs

KANIKA SOOD  |  MONDAY, 22 FEB 2021
... LICs and LITs, which were allowed to pay financial advisers and brokers a commission even after the Future of Financial Advice (FoFA) reforms banned such payments on most retail investment products.

Give the people advisers: Retirement Income Review

ELIZABETH MCARTHUR  |  FRIDAY, 20 NOV 2020
... requirements associated with the best interests duty, but the quality of advice had improved after the Future of Financial Advice reforms. However, ASIC found only 10% of files showed that consumers would be significantly worse off as a result of following ...

AFA rejigs board

ANNABELLE DICKSON  |  MONDAY, 2 NOV 2020
... president Marc Bineham who served on the board for 10 years. Nowak was previously president during the Future of Financial Advice Reform period in 2013/14 and has been a member of the AFA board for over eight years. He has been managing director of Nowak ...

FS Power50 revealed

STAFF WRITER  |  MONDAY, 26 OCT 2020
... Australian public and the advice industry itself, for the advisers who are playing a key role in shaping the future of financial advice. "Some are influencing the advice industry, be it through regulatory bodies or peer groups, others are influencing ...

Roar Software bolsters team, partners with Milliman

ALLY SELBY  |  TUESDAY, 25 AUG 2020
... and provide a different perspective, without judgement," Liao said. "Roar Software is providing the future of financial advice today, offering financial advisers a fresh approach to technology, with genuine flexibility and an integrated approach to help ...

FS Power50: Vote now

STAFF WRITER  |  TUESDAY, 25 AUG 2020
... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. These are financial advisers who have actively participated in industry-based activities, community-based projects ...

Calls for consent forms, opt-ins to be scrapped

ELIZABETH MCARTHUR  |  TUESDAY, 18 AUG 2020
... Ardino and Synchron chair Michael Harrison, the dealer groups argued that the Royal Commission and Future of Financial Advice (FOFA) reforms have been unsuccessful and have only made advice less accessible to ordinary Australians. Ardino and Harrison ...

AMP approved product list under fire

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 JUL 2020
... understands there were fee arrangements between AMP's platform and product providers prior to the Future of Financial Advice reforms and some of these arrangements still exist as grandfathered fees. These will be turned off by 1 January 2021. Questioning ...