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Search ResultsShowing 1 - 10 of 100+ results for "Future of Financial Advice"
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 ...
Fintech acquires licensee
ELIZABETH MCARTHUR  |  FRIDAY, 26 JUN 2020
... company's culture. "We found that the leadership team at NEO Financial Solutions shared our outlook on the future of financial advice and we wanted to align to take the companies forward together," he said. "Many financial advisers have spent their ...
ASIC mainly concerned with media releases: Lawyer
ELIZABETH MCARTHUR  |  TUESDAY, 9 JUN 2020
... paper argued that advisers were made sacrificial lambs by Australia's largest institutions during the Future of Financial Advice (FOFA) reforms, and are still feeling the consequences. "The big end of town, led by their industry bodies, successfully ...
Count Financial makes growth-focused hire
ALLY SELBY  |  FRIDAY, 22 MAY 2020
... Count's chief advice officer Andrew Kennedy said the appointment demonstrated Count's commitment to the future of financial advice and growing its network in a time when others are departing the industry. "For some time now, we have been talking about ...
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