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Showing 81 - 90 of 746 results for "FoFA"

FOFA breach sees former adviser banned

JAMIE WILLIAMSON | THURSDAY, 20 JUL 2017

... borrowing arrangements (LBRAs) to fund the purchase of real property. This advice was deemed by ASIC to be in breach of the FOFA reforms. Atkins was a representative of Westpac subsidiary Magnitude Group from May 2015 to December 2015, prior to which ...

FoFA should also protect retail banking customers: FSU

KARREN VERGARA | THURSDAY, 29 JUN 2017

FoFA reforms protecting consumers against conflicting remuneration structures when purchasing wealth products should be broadened to retail banking consumers as well, according to the Finance Sector Union. Speaking at yesterday's Senate inquiry into ...

Fintech success insignificant so far: Fahy

JAMIE WILLIAMSON | MONDAY, 5 JUN 2017

... innovation, Fahy said. "The reality is the Budget changes that went through last year, the super stream changes before that, the FOFA changes before that, the Stronger Super and MySuper and so on mean that the roadmaps for innovation and technology are ...

Ignition Wealth secures BT Panorama deal

JAMIE WILLIAMSON | MONDAY, 22 MAY 2017

... deliver a truly customer-first solution to their accountants, advisers and investors. For accountants the move provides a post-FoFA solution that allows them to source advice for their clients in an efficient and, most importantly, compliant manner," ...

Sunsuper puts adviser trust front and centre

EMMA RAPAPORT | TUESDAY, 2 MAY 2017

... financial advisers that maintaining a client's trust will be one of the most important commodities going forward in a post-FoFA, Life Insurance Framework world. "We know that getting the right financial advice can make a huge difference to our members' ...

ASIC wins first court action for FoFA breaches

EMMA RAPAPORT | WEDNESDAY, 5 APR 2017

... investigation found that both men provided advice to clients that was in breach of the best interest duty introduced under the FOFA reforms. Chenh has already exercised his right of appeal to the Administration Appeals Tribunal and filed an application ...

SMSFA appoints high profile former politicians

EMMA RAPAPORT | TUESDAY, 21 MAR 2017

... Financial Services Committee inquiry into the financial services industry and formulation of the Future of Financial Advice (FOFA) reforms. "These outstanding appointments will help achieve the association's mission of leading the professionalism, integrity ...

Adviser contravenes FoFA obligations

EMMA RAPAPORT | MONDAY, 20 MAR 2017

A Melbourne based financial advice provider is to appear in the Federal Court of Australia for alleged contraventions of the Future of Financial Advice obligations. Following an ASIC investigation, Wealth and Risk Management (WRM), and its related companies ...

AFA chief executive steps down

DARREN SNYDER | TUESDAY, 7 MAR 2017

... led the AFA through a contentious and demanding period in the advice industry. Under his leadership the industry traversed FoFA, MySuper, professional standards and the Life Insurance Framework. AFA national president Marc Bineham said: "Brad has made ...

RG 97 to lift fees 50 bps

ALEX DUNNIN | THURSDAY, 16 FEB 2017

... disclosed fees. These rises will reverse much of the perceived fee drops that resulted over the past two years due to the FOFA and MySuper reforms. EY noted that in their view, the regulator is fully aware RG 97 will have these impacts but believes that ...

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BT appoints new head of strategy

KARREN VERGARA | 10:47AM

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI | 12:24PM

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI | 12:21PM

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO | 12:09PM

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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