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| | | ... scandal broke in 2014, they stopped buying. This, combined with the uncertainty around the grandfathering provision in the Future of Financial Advice (FoFA) legislation meant that all M&A activity stalled. "As financial planning businesses, we have been ... |
| | | | ... has continued as systems are implemented to assist in satisfying new regulatory obligations, including Stronger Super, Future of Financial Advice (FOFA) reforms, and the Foreign Account Tax Compliance Act (FATCA). Other factors such as inflationary influences ... |
| | | | ... that any clawback in the LIF beyond a year was punitive, and that ongoing responsibility was already covered by the Future of Financial Advice best interest duty. "Right now, the framework is a skeleton. It's always about putting the detail on that skeleton," ... |
| | | | ... of leaders, which, combined with the experience and wisdom of our senior executives and mentors, can ensure that the future of financial services in Australia is in really good hands," FSC chief executive Sally Loane said. |
| | | | ... clients and work collaboratively to shape the evolution of their profession - leaves us incredibly optimistic that the future of advice is in very good hands indeed." |
| | | | ... their careers. In making the announcement AFA chief executive Brad Fox said George is an outstanding example that the future of financial advice is in great hands. "Kylie has proven that she is on a quest to be the very best financial adviser she can ... |
| | | | ... take to an election. We are not dealing with minor matters, here. These are matters of great import, in terms of the future of our economy and in ensuring that every aspect of our tax, transfer and savings system is calculated both to ensure that people ... |
| | | | The future of financial advice will work at the household or family level, according to SS&C head of Australia and New Zealand Nadine Moore. Speaking at the 2015 Financial Standard Best Practice Managed Accounts Forum, Moore observed the growing role ... |
| | | | ... using a system," Cuffe said. AvSuper chair George Fishlock said the fund has reaped the benefits of technology but the future of where technology is heading is unclear. "Where's it all going to go? I'm no Steve Jobs and I don't know what technology is ... |
| | | | The wealth management sector will increasingly outsource its administration systems to streamline compliance issues, according to Bravura Solutions Asia Pacific managing director Roland Slee. Speaking at a media briefing in Sydney, Slee said that because ... |
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