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Showing 411 - 420 of 746 results for "FoFA"

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
... (AdviceOS), software that planners can access from the cloud. The software is fully compliant with Future of Financial Advice (FoFA) regulations and includes client engagement tools that allow advisers to share files with their clients. Clients can also ...

Adviser "enshrinement" bill passes through lower house

ALICE URIBE  |  WEDNESDAY, 29 MAY 2013
... Standard. De Gori said that this move in itself was not a "silver bullet", but when attached the Future of Financial Advice (FoFA) reforms it is a further step for consumers and he hoped that it would encourage more Australians to get advice. The Bill ...

Planning software not ready for FoFA opt-in hurdle

MARK SMITH  |  MONDAY, 27 MAY 2013
... adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter asked 320 financial planners from more than 70 licensees a number of questions aimed at gauging ...

netwealth's advice group moves advice ops

ALICE URIBE  |  THURSDAY, 23 MAY 2013
... netwealth executive director Matthew Heine said. Heine also said that changes had been made to the Freedom of Financial Advice (FoFA) friendly Super and Wealth Accelerator products which were launched in October 2012. The basic netwealth Wealth Acelerator ...

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
... Financial Group has updated its Wrap Desktop and AdviserNET to assist advisers prepare for their Future of Financial Advice (FoFA) obligations. "Advisers now have administrative support for most of their obligations around fee disclosure statements (FDSs) ...

Rubik to purchase Visor Desktop from Macquarie

STAFF WRITER  |  TUESDAY, 21 MAY 2013
... committed product development programs and preparing our products for changes that flow from the Future of Financial Advice (FoFA) reforms. Beyond this, we will review technology opportunities based on customer feedback

Planner numbers drop on FoFA changes

ALICE URIBE  |  FRIDAY, 17 MAY 2013
... general manager of policy and standards Dante De Gori said that increased regulation and the Future of Financial Advice (FoFA) changes may have lead to some financial advisers deciding to leave the profession. "The early consequence of regulatory change ...

Suncorp Advice appoints practice development manager

MARK SMITH  |  THURSDAY, 16 MAY 2013
... maintaining professional standards and how to bring their businesses in line with fee-for-service and Freedom of Financial Advice (FoFA) requirements. "Suncorp Advice is a key channel which specialises in offering quality life risk solutions to independent ...

'Product agnostic' netwealth announces record growth

JAMES FERNYHOUGH  |  THURSDAY, 16 MAY 2013

No middle ground post-FoFA

LAURA MILLAN  |  MONDAY, 13 MAY 2013
Will FoFA be the death-knell for mid-size financial services companies? Industry experts predict that some segments could lose out come July. Talking at the 18th Financial Standard Sales and Marketing Forum, National Australia Bank (NAB) head of asset ...