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Showing 481 - 490 of 746 results for "FoFA"

COIN software FoFA ready: Rubik

BEN COLLINS  |  MONDAY, 10 SEP 2012
... said today that its updated financial planning software, COIN version 4.0 is compliant with the Future of Financial Advice (FoFA) reforms. New functions have been included that allow users to meet the fee disclosure and opt in requirements of the new ...

GBST Composer suite FoFA ready

LINDA HAUSKEN  |  FRIDAY, 7 SEP 2012
... GBST Composer user interviews to assess how well the functionality addresses their new business needs. GBST said that the 'FoFA Reform Readiness Review' made publicly available yesterday, confirms GBST Composer is market ready to adapt users' product ...

BTFG launches adviser website with financial reforms focus

MELANIE TIMBRELL  |  THURSDAY, 30 AUG 2012
... reform, advice, news and knowledge focuses on regulatory changes around Stronger Super and the Future of Financial Advice (FOFA) by way of articles designed to explain aspects of the legislative changes in addition to video content. BT says the site's ...

FMD acquires two fin planning firms

LINDA HAUSKEN  |  THURSDAY, 30 AUG 2012
... means little change for our clients but we get the scale and structure we require to support our service ambitions in a post FOFA world." Louise Parker owner of Financial Lifestyle Managers agrees with Blundell and believes the move is a great opportunity ...

Delay FoFA reforms another year: Lawyer

MARK STORY  |  MONDAY, 27 AUG 2012

We're revolutionising financial planning: Mortgage Choice

LINDA HAUSKEN  |  FRIDAY, 24 AUG 2012
... concluded beyond doubt that their customers would like to see the firm stretch its service proposition. "In this new world of FOFA, our customer segment sits nicely across the notion of scaled advice and were going to shake things up, we are planning ...

Premium Wealth creates accountant licensing program

LINDA HAUSKEN  |  THURSDAY, 23 AUG 2012
... currently in the market, and make it easier for accountants to give financial advice. "In my opinion this is the single best FOFA initiative because thousands of Australians go to see their accountants on a regular basis and sometimes they would like ...

FPA to push advice via social media

MELANIE TIMBRELL  |  MONDAY, 20 AUG 2012
... where consumers can put questions to FPA members, an updated 'frequently asked questions' page, a page designed to demystify FOFA in plain English and social media buttons on each page for ease of sharing content. As part of the campaign the FPA has ...

Higher profits/lower dividends: AMP FHY result

BEN COLLINS  |  THURSDAY, 16 AUG 2012
... million of which has been put in the coffers at 30 June 2012. It was also revealed that AMP has a team of 50 people working to FOFA-proof its business.

Macquarie focuses on independents with Visor

MELANIE TIMBRELL  |  THURSDAY, 16 AUG 2012
... practices," Macquarie Visor 4.0 will include mobile and online access to a variety of desktop features as well as a number of FOFA related enhancements. It is currently in development with the expectation of a launch later this year. The latest package ...