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| | | The Tax Agents Services Act (TASA) has been tabled to introduce a "financial adviser services" category for advisers and the measure is likely to start on July 1, 2013. The House of Representatives tabled the legislation this week and the bill is expected ... |
| | | | ... superannuation savings by over half a trillion dollars by 2037," Shorten added. Meanwhile, the Association of Financial Advisers (AFA) has welcomed the passing of the bill into the House of Representatives; however, AFA chief executive Brad Fox said ... |
| | | | ... Research's Brad Matthews said that platforms presented a double-edged sword to product providers, holding sway over whether advisers were able to easily access products. "At the moment we'd say direct property is on the fringe of the mainstream investments ... |
| | | | ... 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 access a series of calculators which are already connected to the database ... |
| | | | ... themselves "financial planners" irrespective of their training, competence, or licensing. The Association of Financial Advisers (AFA) has welcomed the enshrinement. "This piece of legislation has been reviewed by the Parliamentary Joint Committee on ... |
| | | | ... skills to address clients' problems, as they keep in mind that they servicing not just portfolios, but people, trusted advisers say in new research. The research by the Association of Financial Advisers (AFA) shows that interpersonal skills are highly ... |
| | | | ... Dunkerley stated that "the kind of people that are going to buy direct insurance are not the same that would buy it from advisers." Advised insurance is still broader and more complex than direct insurance and there is a need for advisers that can help ... |
| | | | ... Software designed by Brite NSW in association with adviser Bailey Roberts Group will become available to independent advisers, in a move designed to pluralise the platform market. The application, dubbed 'PLUTO', allows users to operate individually ... |
| | | | ... relationships Michael Donohue said recent upgrades to the bank's treasury service, including a new premium offering for advisers, had increased its ability to attract deposits from the adviser market. "Several deposit channels beyond the retail franchise ... |
| | | | More than a third of financial advisers say they do not yet have software which they believe can adequately manage their opt-in requirements, according to a recently published Midwinter Financial Services survey. For its FoFA Advice Impact Survey, Midwinter ... |
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