All sectors within the financial services industry need to put aside their differences to ensure the Future of Financial Advice (FoFA) reforms are implemented effectively, according to the Association of Financial Advisers (AFA).
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Advisers Not Using iPads With Clients
April 12, 2012 – 7:57 am
The number of advisers with a tablet computer is on the rise, but few are using them with clients, a survey by Zurich has found.
The insurer asked more than 600 advisers whether they were using a tablet in their practice, and found that while one third of respondents owned a device, only one in five were using it during client meetings.
AMP University Challenge Attracts Record Registrations
April 11, 2012 – 12:07 pm
AMP has expanded its financial planning University Challenge in 2012, with a record number of students already registered for the competition.
ClearView Share Offer for Advisers
April 11, 2012 – 11:27 am
ClearView Wealth Limited has announced it will issue 1.3 million company shares to advisers that have recently joined its dealer group.
Opting-out of Opt-in
April 11, 2012 – 11:10 am
As the industry draws breath after the passage of the Future of Financial Advice (FoFA) reform legislation, we are seeking your opinion about the last-minute inclusion of the class order relief that will exempt certain advisers from complying with the contentious opt-in regulations.
We are asking:
MLC Risk Specialist Network Adviser Awards
April 11, 2012 – 9:54 am
MLC’s Risk Specialist Network recently announced the winners of its four major adviser awards. These awards recognise achievements by advice practices operating within the MLC dealer networks, based around risk insurance revenue growth (from all risk business) across four different categories.
The winning practices, which were announced at the conclusion of the MLC Risk Specialist Network’s 2012 Risk Retreat, were:
Annuity Market Set for Growth
April 10, 2012 – 3:49 pm
50% of financial planners have said they would recommend an annuity to clients in 2012, indicating significant potential for growth in the annuities market, according to researcher Investment Trends.
Insurance Jobs for Bank Staff
April 5, 2012 – 9:13 am
Bank staff who have been retrenched are being targeted by insurers for back-office jobs, according to a leading financial services recruiter.
Enforcable Undertaking for Ex-CFP Planner
April 5, 2012 – 8:52 am
The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking (EU) from another former Commonwealth Financial Planning (CFP) employee.
News in Brief
April 4, 2012 – 12:27 pm
- Advisers Should Embrace Content Marketing
- Future2 Launches Cycling Fundraiser
- One-third of Retirees Won’t Meet Their Financial Goals
