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Showing 631 - 640 of 746 results for "FoFA"

FOFA fatigue prompts new Guardian offering

ELISE BURGESS  |  MONDAY, 26 SEP 2011
... risk Statements of Advice. The new offering comes after Guardian surveyed its advisers and found they are suffering from FOFA fatigue. "We surveyed the advisers about four months ago and asked them a whole range of questions about our service offering ...

Dealer groups compete for planners: survey

ELISE BURGESS  |  THURSDAY, 22 SEP 2011
... found the majority of respondents (69.5%) were pleased with their dealer group's handling of the Future of Financial Advice (FOFA) reforms while 23.2% were not. The good news for dealer groups is that most planners are reluctant to switch dealer groups ...

ISN submission targets advice requirement

ELISE BURGESS  |  TUESDAY, 20 SEP 2011
A FOFA reforms submission from the Industry Super Network to Treasury has called for stronger legal requirements around financial advice and better consumer protection. The Industry Super Network (ISN) has requested that the Government strengthen legal ...

netwealth aims to plug gaps in planner needs

MATT WOODINGTON  |  MONDAY, 19 SEP 2011
... director, netwealth. "We spend a lot of time talking to our clients and developing the tools they need and want and the onset of FOFA has meant priorities have changed over the last 12 months. "As a result of this we are identifying gaps and finding ...

Rice Warner clarifies $11 estimate

ELISE BURGESS  |  THURSDAY, 15 SEP 2011
... the ongoing cost and excludes opt-in implementation costs and other costs associated with the Future of Financial Advice (FOFA) reforms. The submission also stated the $11 opt-in cost should not be confused with the cost of contacting clients who are ...

Beulah seizes post-FOFA opportunity

ELISE BURGESS  |  WEDNESDAY, 14 SEP 2011
... asset classes, to use brokers of choice and be able to manage timing of execution is imperative to future planning success. "FOFA is changing adviser business models and if they don't change over the next two years, they will find informed clients demanding ...

Planning software's big five rated

ELISE BURGESS  |  TUESDAY, 13 SEP 2011
... pressure from the end-users, with a significant group of planners shifting their focus to higher value clients as an outcome of FOFA." The research also found that 42% of advisers plan to provide single-issue advice more often for fast business turnover. ...

Uncertainty and consolidation just the beginning: AFA

ELISE BURGESS  |  MONDAY, 12 SEP 2011
The sale of independent dealer group, Count Financial, is just the beginning of the impact of the FOFA reforms as planning groups compete for market share, said the Association of Financial Advisers. The association has expressed concern for independent ...

Plan B names new CEO

ELISE BURGESS  |  THURSDAY, 8 SEP 2011
... role at Plan B Group Holdings on September 19, with a continued focus on national expansion and capitalising on the group's FOFA-readiness. Former chief executive and managing director of Skandia Australia when it was part of the global Old Mutual Group ...

AFS prepares for FOFA with new hire

RACHEL DAVIS  |  THURSDAY, 8 SEP 2011
Australian Financial Services Group has appointed a regional manager for NSW & ACT who will also lead their FOFA ready program. Australian Financial Services Group (AFS Group) has appointed Richard Liverpool to the position of regional manager for NSW ...