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Showing 71 - 80 of 746 results for "FOFA"

Advice the face of wealth management evolution

DARREN SNYDER | THURSDAY, 16 NOV 2017

... KPMG Australia partner and national sector leader for wealth management Paul Howes said there are unintended consequences of FoFA that has restricted the availability of advice in the country. He said robo-advisers and other service providers will find ...

Managed accounts platform doubles FUA

KARREN VERGARA | TUESDAY, 31 OCT 2017

... Bernasconi said growth was based on referrals only, with specific demand from advisers seeking a better way to manage their FoFA best interest obligations. WealthO2 aims to eradicate conflicts of interest and deliver advice more affordably, she said ...

Melbourne advice firm cops historic $1 million fine

JAMIE WILLIAMSON | MONDAY, 30 OCT 2017

... declarations ought to be made. The Court determined NSG's representatives breached s961B of the Future of Financial Advice (FoFA) reforms by failing to take reasonable steps to ensure that they provided advice that complied with the best interests obligations. ...

Advisers flock to non-insto licensees

ALEX BURKE | SUNDAY, 1 OCT 2017

... country's financial advisers, the research suggests this figure may drop in the coming years, attributing it primarily to FoFA putting "regulatory and fiduciary onus on individual financial advisers." "These trends signal the beginning of a fundamental ...

Managed accounts demand dominates platform market

KARREN VERGARA | SUNDAY, 17 SEP 2017

... advisers as a result are crossing over into almost doing what investment managers used to be able to do, which in a post-FoFA world creates massive opportunities because of the flexibility managed accounts offer, Dunnin said. For advisers using managed ...

Centrepoint Alliance seeks new MD, records strong FY17 profit

JAMIE WILLIAMSON | THURSDAY, 24 AUG 2017

... Centrepoint as a rewarding experience. "Centrepoint and the broader industry have accomplished a lot over the last four years since FOFA was introduced, and the industry now has the foundations on which to build a strong future," he said.

Executives must think beyond the technical

KARREN VERGARA | TUESDAY, 22 AUG 2017

... the table was the big picture. One audience member pointed out that in the face of digital disruption, job automation and FoFA - which are taking up an intensive amount of leaders' time and efforts - it has been quite a struggle to stay on top of technical ...

Complex operations leaving life customers confused

KARREN VERGARA | FRIDAY, 18 AUG 2017

... questioned the need for a 19-year-old apprentice, unmarried and living at home wouldn't need life insurance, which under FoFA shouldn't be given a policy. He added that problem comes down to the level of education customers receive. Beer responded that ...

ASIC links previously banned adviser to court proceedings

EMMA RAPAPORT | WEDNESDAY, 16 AUG 2017

... 2001, including the best interest obligations financial advisers owe to their clients under the Future of Financial Advice (FoFA) provisions, and other provisions relating to misleading and deceptive conduct and unconscionable conduct. ASIC alleges that ...

Ignition Wealth launches SMSF appropriateness tool

ALEX BURKE | FRIDAY, 21 JUL 2017

... a great solution to reduce time and expense," Ignition Wealth head of sales and marketing Richard Liverpool added. "Post-FOFA, as ASIC increases scrutiny in this area, the accountancy market has been urgently seeking a compliant solution for their clients ...

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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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