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Showing 511 - 520 of 746 results for "FoFA"

New platform to help client engagement post FOFA

BEN COLLINS  |  THURSDAY, 31 MAY 2012
... customised wealth calculator and projection tools to condense client information into easy to explain graphs and tables. As FOFA brings a fee-for-service model closer, the software aims help advisers justify their service to clients, and engage clients ...

Ex-MLIM chief and head of sales to lead Powerwrap

BEN COLLINS  |  WEDNESDAY, 30 MAY 2012
... changes in place I am confident of Powerwrap's ability to execute our strategy going forward," he said. "The impact of the FOFA legislation and increased consumer awareness means that independent advisers are looking for more efficient, transparent platforms ...

Wilson HTM appoints new head of private wealth

MELANIE TIMBRELL  |  TUESDAY, 29 MAY 2012
... adviser," Coppin said. "Obviously technology is changing the landscape, information access is changing the landscape and FOFA is changing the landscape but I think we are pretty well positioned to continue delivering a unique range of strategic expertise ...

Coalition clears up FOFA questions

MELANIE TIMBRELL  |  MONDAY, 28 MAY 2012
With FOFA legislation due for debate in the Senate next month, the Opposition's spokesperson on Financial Services has provided details on what FOFA would look like under a coalition government. Speaking at an Association of Financial Advisers Budget ...

FOFA disadvantages early move on fee-for-service

MELANIE TIMBRELL  |  FRIDAY, 25 MAY 2012
... remuneration this week, may disadvantage advisers who have already moved to a fee-for-service model in line with the new FOFA regime. Dante De Gori, general manager policy and government relations at the Financial Planning Association of Australia (FPA) ...

Clear advice models to engage clients

LINDA HAUSKEN  |  THURSDAY, 24 MAY 2012
... negativity and we need to focus on rebuilding the confidence. "Change is constant but we believe the advisers who embrace FOFA, will actually do really well in the future and advisers really should focus on what they can control, not the things that ...

Plan For Life predicts retail managed fund growth

LINDA HAUSKEN  |  FRIDAY, 18 MAY 2012
... experienced in recent years, the forecast said. Recently released results from Plan For Life's Strategic Insight report stated that FOFA in addition to Stronger Super, which aims to restructure key elements in superannuation, accounting for more than ...

FOFA misses the mark on investment fraud

RACHEL DAVIS  |  FRIDAY, 18 MAY 2012
A finance industry lawyer has warned that the FOFA regulations will not prevent Trio, Storm and Westpoint-type disasters from occuring in the future. "There has been no real change to rules making early detection and pre-emptive enforcement easier against ...

Optimistic outlook for industry growth: Research

LINDA HAUSKEN  |  TUESDAY, 15 MAY 2012
... around the country asked where advisers expected to see growth in 2012, how far advanced their practices were in responding to FOFA and to what extent they were using techno-gadgetry and social media with clients. Advisers across all states were very ...

New advice agreements ensure advisers are FOFA ready

BEN COLLINS  |  MONDAY, 7 MAY 2012
RI Advice Group has redesigned adviser agreements to give advisers a competitive advantage post-FOFA. "FOFA will lead to significant changes for the financial advice industry so all forward thinking businesses need to assess their practices and be FOFA-ready," ...