Disallowance of FoFa amendments handcuffs advisers

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Hotel California-type legislation around Grandfathering, reinstated by the disallowance of the Future of Financial Advice (FoFA) Amendments this week, means advisers are now shackled to their existing licensees, according to

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Synchron: Advisers must embrace technology

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In order to deliver advice that meets the needs of increasingly demanding clients and which meets more stringent compliance obligations, advisers must embrace technology, according to Synchron Director, Don Trapnell.

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Synchron: Simply the best

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Leading non-institutional licensee, Synchron, has attributed its outstanding growth, from 28 authorised representatives, turning over $2.5 million in business in 2002 to over 300 authorised representatives, turning over $40 million

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Synchron and Lander & Rogers rally to protect the livelihood of financial advisers

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Leading licensee, Synchron and respected law firm, Lander & Rogers are rallying to protect the interests of Australian financial advisers by seeking amendments to the Corporations Law Act (the Act)

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Synchron: Beware the pre-nup

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In an attempt to build a fence around their authorised representatives, some licensees are still making their advisers sign agreements which will force them to pay run-off professional indemnity (PI)

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Launch of Synchron Medical

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At the recent Synchron national conference, Synchron Director, Mr Don Trapnell, was excited to announce the launch of Synchron Medical. “Currently, if an adviser needs to arrange medical investigations for

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Synchron’s Finn Kelly takes out Money Management’s Young Achiever award

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Finn Kelly, CEO of Wealth Enhancers, a Synchron-aligned financial advice practice based in Victoria, has won the Money Management Young Achiever of the Year Award 2012 (the Award). The Award

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Technology for the adviser toolkit

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A number of technology business tools now available to advisers are helping to streamline the process of delivering financial advice, according to Synchron Chair Michael Harrison. Speaking at the Association

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FOFA penalises advisers who act in the client’s best interests

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Draft Future of Financial Advice (FOFA) regulations designed to curb a non-existent churning culture will penalise advisers who act in the client’s best interests, according to Synchron. “On the one

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Synchron practice expands to Sydney

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Synchron’s Melbourne-based private wealth management firm, Wealth Enhancers, is set to expand to Sydney. The boutique Sydney office will open in the next few months and will be headed up

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