Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 401 - 410 of 746 results for "FoFA"

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
Praemium has launched a new cloud-based customer relationship management (CRM) solution for financial advisers. WealthCraft, integrates fully with Microsoft Outlook, enabling advisers and wealth managers to track and manage interactions with clients ...

Industry bodies ask PJC for TASA extension

LAURA MILLAN  |  THURSDAY, 13 JUN 2013
... that it could cost the advice industry up to $1 billion to meet the requirements of TASA. The Future of Financial Advice (FoFA) legislation coming in also on July 1 puts more pressure on advisers. "We have 18 days to go before we find ourselves in the ...

Macquarie Wrap launches FDS

LAURA MILLAN  |  WEDNESDAY, 12 JUN 2013
... Macquarie Wrap has launched a fee disclosure statement (FDS) functionality ahead of the start of the Future of Financial Advice (FoFA) reforms. The new functionality allows advisers to customise their statement to align with the services they provide ...

PJC to hold TASA hearing tomorrow

LAURA MILLAN  |  TUESDAY, 11 JUN 2013
... and is expected to debate over the scope of the legislation and how will it interact with the Future of Financial Advice (FoFA) regulation, which will also come in on July 1. The Committee will look at how the Australian Securities and Investments Commission ...

Employed advisers could face $200k liability under FoFA

JAMES FERNYHOUGH  |  TUESDAY, 11 JUN 2013
... (ARs), according to Charmian Holmes, solicitor director at The Fold Legal (the Fold). Once the Future of Financial Advice (FoFA) reforms kick in, ARs could be liable for up to $200,000 in fines, regardless of whether or not they are the licensee. Employed ...

Lonsec and Milliman partner for post-retirement research

MARK SMITH  |  TUESDAY, 11 JUN 2013
... and institutions, and which his also aligned to the challenges faced by advisers in the post- Future of Financial Advice (FoFA) world. With the initiative, de Pourbaix said Lonsec and Milliman would focus on building model portfolios for retirees, as ...

Corporate super specialists ask Treasury for FoFA exemption

JAMES FERNYHOUGH  |  FRIDAY, 7 JUN 2013
... request for a no-action letter in an attempt to bypass conflicted remuneration provisions of the Future of Financial Advice (FoFA) reforms, which come into effect on 1 July. Under current provisions, corporate super specialists will be prohibited from ...

Free service may help advisers bypass FoFA costs

JAMES FERNYHOUGH  |  THURSDAY, 6 JUN 2013
... 'TD Gateway', will enable financial advisers to bypass many of the costs associated with the Future of Financial Advice (FoFA) reforms, according to Curve managing director Andrew Murray. The free-of-charge service will give advisers access to 'specials' ...

Regulation remains unclear a month out from FoFA

LAURA MILLAN  |  TUESDAY, 4 JUN 2013
The Future of Financial Advice (FoFA) regulation still has some loose ends less than a month ahead of its start, on July 1, 2013. The Financial Planning Association (FPA) general manager of Policy and Conduct Dante De Gori said that the organisation ...

FPA, AFA to lobby MPs for TASA delay

LAURA MILLAN  |  MONDAY, 3 JUN 2013
... financial advice market is not ready to come into the TASA legislation," he added. "With the Future of Financial Advice (FoFA) legislation also coming in, there is an incredible overload on the industry, the businesses and the licensees." The FPA also ...