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Showing 1 - 10 of 100+ results for "Future of Financial Advice"

ASIC files numerous cases against Westpac

JAMIE WILLIAMSON  |  TUESDAY, 30 NOV 2021
... ASIC alleges BT Funds Management charged super members premiums that included commissions, despite the Future of Financial Advice reforms outlawing commissions. It is said BT Funds Management made representations that the insurance fees were deducted ...

Demand for niche advice firms increases

KARREN VERGARA  |  TUESDAY, 16 NOV 2021
... sell for $120,000, while those with forex capability are rare and generate a premium. After the 2012 Future of Financial Advice reforms and the Hayne Royal Commission report was released in Feb 2019, many buyers now want to buy only financial planning ...

Celebrating the 2021 FS Power50

STAFF WRITER  |  MONDAY, 1 NOV 2021
... Australian public and the advice industry itself, of the advisers who are playing a key role in shaping the future of financial advice. Financial Standard editor Jamie Williamson said the FS Power50 represents the best in the industry. They are active ...

Financial Standard launches weekly podcast

STAFF WRITER  |  MONDAY, 27 SEP 2021
... Association of Financial Advisers general manager, policy and professionalism Phil Anderson, discussing the future of financial advice in Australia. "We're really excited to launch this podcast as another avenue to have important, in-depth conversations ...

Asendium partners with licensee support firm

KARREN VERGARA  |  WEDNESDAY, 22 SEP 2021
... clients, not fewer, with better client relationships than ever before," Miller said. Miller added that the future of financial advice is not about "managing an unwieldly book of clients" inherited as part of as large licensee structure. "It will be about ...

Adviser overwhelm explained

ELIZABETH MCARTHUR  |  TUESDAY, 21 SEP 2021
... that's the case we'd love to hear what you do to meditate." Anderson reflected on the decade since the Future of Financial Advice (FoFA) reform was tabled in parliament. "What we've seen since that time, is the continuous cycle of inquiries, legislative ...

Advice group adds to leadership

JAMIE WILLIAMSON  |  THURSDAY, 2 SEP 2021
... excited to have Ross join the team. "Culturally, we are deeply aligned in our beliefs on governance, the future of financial advice and the momentum required to create the right environment for advice businesses to succeed," Jacobsen said.

Vote now in 2021 FS Power50

STAFF WRITER  |  MONDAY, 16 AUG 2021
... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. Of the 140 nominated, 99 have progressed to the voting stage which closes on Friday, September 3. The 50 individuals ...

FS Power50 nominations open

ELIZABETH MCARTHUR  |  TUESDAY, 6 JUL 2021
... 'influential' as individuals who have been, or continue to be, instrumental in shaping the future of financial advice in Australia. "2021 represents a tough year for a lot of advisers, with new education standards that must soon be met and an ...

New firm joins Count Financial

ELIZABETH MCARTHUR  |  TUESDAY, 4 MAY 2021
... advice. StrategyOne managing director Virginia Heyer said the clean licensee model and commitment to the future of financial advice at Count were the reasons for the firm choosing the licensee. "The fact that Count Financial is not owned by a retail ...
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