What makes a successful business transaction?
Kenyon Partners’ Alan Kenyon argues that just because buyers have a chequebook doesn’t mean they have all the power. Geoff Lloyd, Perpetual, believes it is important to make sure the outcome of a transaction is something more than each of the two businesses – not the sum of two parts. Stephen Prendeville, Forte Asset Solutions, says successful transactions require both buyers and sellers to have a clear vision of what a merged business looks like.
FoFA: Wake-up call for practice values
Monday, 26 September 2011In the lead up to the launch of No More Practice season 2, Barry Lambert has suggested that many advisers will find it difficult to cope with a transition to a fee-for-service model post-FoFA. Play
Opt-in draft patronising and not in the national interest
Monday, 19 September 2011In the lead up to the launch of No More Practice Season 2, AFA CEO, Richard Klipin, takes aim at FoFA, describing it as “legislation that misses the point and serves sectional industry interests at the expense of the Australian consumer”. Play
Understand the impact of FoFA on your business
Wednesday, 24 August 2011CommInsure’s Tim Browne says insurance can benefit advisers under FoFA, NAB Financial Planner Banking’s Shane Kirsch believes financial advisers are preparing for FoFA while Fidelity International’s Gerard Doherty argues practice values may change under FoFA. Play
Shorten and Cormann discuss the pros and cons of FoFA
Friday, 22 July 2011Senator Cormann argues that Australians are not taking out adequate risk insurance and believes that FoFA will only exacerbate this problem by making the cost of taking out insurance more expensive upfront. Play
Policy makers discuss contentious FoFA reforms
Thursday, 21 July 2011The two contentious issues in FoFA are the ban on commissions on risk products within superannuation and a requirement for investors to opt-in to their advice agreement every two years. Play
How will FoFA impact financial planners?
Wednesday, 20 July 2011Bill Shorten argues that only one in five people are using financial planners and believes the current model of financial planning isn’t working. Play
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