FOFA

Financial planning

Rice Warner will present a submission explaining how it arrived at the contentious $11 per client cost of opt-in that was quoted by Financial Services Minister Bill Short...

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Financial planning

Newly appointed regional manager Richard Liverpool will take on a dual regional and national role at Australian Financial Services Group....

People & Products

Former Skandia Australia chief Andrew Black appointed to new CEO position at Plan B....

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Policy & Regulation

The Federal Government would be likely to garner grudging (but majority) financial planning industry support for its Future of Financial Advice (FOFA) legislation if it w...

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Financial planning

A new Money Management survey reveals most planners believe opt-in will cost $100 per client - not the Government's $11 figure....

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Policy & Regulation

The Future of Financial Advice (FOFA) and superannuation reforms have been slammed as veering close to social engineering by Plum Financial Services non-executive directo...

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People & Products

Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...

Financial planning

Lonsec has again been named Money Management's Ratings House of the Year on the back of strong support from fund managers and dealer groups and despite a resurgent van Ey...

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Policy & Regulation

OnePath has announced the launch of the Valuing Advice for Growth program, the first in a series of initiatives the platform is unveiling in order to support aligned deal...

Editorial

Financial planners have finally been given the details of the Government's FOFA reforms. In an editorial written prior to the release of the reform package Mike Taylor wa...

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Financial planning

ANZ has announced plans to implement an online merger and acquisition facility where financial planners can anonymously advertise that there is a practice for sale, while...

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Financial planning

FPA chief executive Mark Rantall cites advertising campaign as underscoring planners from 'free riders'....

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Financial planning

Conservative investors are being targeted by OnePath, with the release of a new range of ANZ term deposits....

Financial planning

Mercer's push into the wealth management space is based on bringing institutional advice to retail clients, according to Mercer global head of wealth management Cara Will...

Policy & Regulation

The Federal Government has released the first tranche of its Future of Financial Advice draft legislation. Money Management would like your views on the Government’s appr...

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