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Search ResultsShowing 1 - 10 of 100+ results for "Future of Financial Advice"
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 ...
AMP defends hefty remuneration bill
ELIZABETH MCARTHUR  |  FRIDAY, 8 MAY 2020
... company," Murray said. Explaining the poor performance of the wealth management business, Murray said the Future of Financial Advice Reforms and the Royal Commission had caused the public to doubt the business' commitment to customers. De Ferrari ...
What SMSFs will look like in 2030
ELIZABETH MCARTHUR  |  WEDNESDAY, 19 FEB 2020
... he said. "What is the solution? Get some advice, for the love of God," Blomfield said. He said post Future of Financial Advice reforms, the number of Australians receiving financial advice has halved and those who are accessing advice have a net-worth ...
Separate advice and product: AIOFP
ELIZABETH MCARTHUR  |  FRIDAY, 7 FEB 2020
... which identified $37 billion in losses from product failures. The association noted that since the Future of Financial Advice reforms commenced in 2013, advisers have not been remunerated by product manufacturers but rather paid by clients. "That was ...
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