TITLE

Bracing for inevitable change

AUTHOR(S)
Claes, Lisa
PUB. DATE
July 2013
SOURCE
Money Management;7/4/2013, Vol. 27 Issue 25, p11
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article offers the author's insights on meeting the challenges brought by consumer demand, regulatory changes, and technological innovation in the financial services industry in Australia. The author considers the role of quality advice from financial services advisers to cope with the client's needs under the Future of Financial Advice (FOFA) legislation. Moreover, she provides tips on how advisers able to develop an accurate understanding of clients' overall financial needs and interests.
ACCESSION #
89333156

 

Related Articles

  • Scrap outmoded planning laws. TAYLOR, MIKE // Money Management;7/23/2015, Vol. 29 Issue 13, p9 

    The article reports on the statement of Ian McDermott, specialist financial services lawyer, regarding financial services law, which are in need to be revised for they are focused on the delivery of products instead of advice.

  • Why Faster Payments Are Imperative, Not Just Cool. Todd, Sarah // Americanbanker.com;3/30/2015, p1 

    Speedier transactions could make a big difference for a wide range of consumers, from hourly workers to patients waiting for medical insurance claims to clear.

  • Why banks are so eager to support growth of financial services startups. Flinders, Karl // Computer Weekly;9/9/2014, p4 

    The article focuses on the British banking industry's efforts to support the expansion of financial services startup companies in 2014. Topics include the number of financial and technology (fintech) companies founded annually in Great Britain, banking innovation in 2014, and the reasons why...

  • Treasury official urges modernizing financial system laws.  // Financial Update;Apr-Jun97, Vol. 10 Issue 2, p1 

    Reports that the United States laws that govern the financial system are outmoded with hopes for legislation enacted to update the financial services industry. Comments from John D. Hawke Jr., United States treasury undersecretary for domestic finance; Perception on the financial services...

  • Financial safety checks. Ford, Tom // Crain's Cleveland Business;03/02/98, Vol. 19 Issue 9, p3 

    Reports that financial safety checks may soon be enforced on financial planners and investment advisers in Cleveland, Ohio. Details on a law which will legalize frequent audits and punitive actions on the financial services industry; Introduction of the bill in the Cleveland General Assembly;...

  • NAIC launches counterattack on feds. Connolly, Jim // National Underwriter / Property & Casualty Risk & Benefits Manag;06/16/97, Vol. 101 Issue 24, p3 

    Reports on the campaign against Congress' regulations in the financial service industry. Who launched this campaign; Proposals from the United States Treasury Department; Names of organizations who sent letters to Republican Jim Leach; Information in the letters; Statements from government...

  • Guidance is golden. Tarlton, Gary // Money Marketing;2/20/2003, p41 

    Analyzes the British government's proposed options for regulating the sale of the Sandler suite of stakeholder-type products. Provisions of the options; Implication of the proposal on independent financial advisers.

  • H.R. 10 by a hair.  // Insurance Advocate;05/16/98, Vol. 109 Issue 20, p1 

    Deals with the passage of the Financial Services Act of 1998 by the United States (US) House of Representatives on May 13, 1998. View of Representative James R. Leach (R.-Iowa); Intention of passing the measure; Comment from the insurance industry.

  • Administration's financial services proposal on hold for... Brostoff, Steven // National Underwriter / Life & Health Financial Services;4/07/97, Vol. 101 Issue 14, p3 

    Reports that the Clinton administration has delayed the release of its proposals for financial services reform legislation. When the administration was expected to release its plan; How long the delay is expected to last; Comments made by Robert Rusbuldt, vice president of federal affairs in the...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics