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Financial Planning

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STAFF REPORTER  |  TUESDAY, 4 JUN 2013
In the new edition of Financial Standard, we look at how banks and funds managers are shifting gear on technology spend and profile Frontier Advisors chief executive Damian Moloney

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.

Greens hold the key to TASA in Senate

LAURA MILLAN  |  TUESDAY, 4 JUN 2013
The House of Representatives will vote today on the incorporation of financial planners into the Tax Agent Services Act (TASA) and if the bill is approved, the key to the final voting in the Senate could be in the hands of the Greens.

BT wins award for 'Your World' tool

JAMES FERNYHOUGH  |  TUESDAY, 4 JUN 2013
BT Financial Group (BTFG) Advice has won the Australian International Design Award for its 'Your World' tool.

Rubik to focus on boutique financial planning

LAURA MILLAN  |  MONDAY, 3 JUN 2013
Financial technology provider Rubik Financial will focus on the boutique financial planning space, following the acquisition of Visor Desktop financial planning software from Macquarie Banking and Financial Services Group.

FPA, AFA to lobby MPs for TASA delay

LAURA MILLAN  |  MONDAY, 3 JUN 2013
The main financial advice associations will lobby members of Parliament today to delay the approval of tax amendments to the Tax Agents Services Act (TASA), amendments they believe will negatively affect financial advisers.

Planning firms mispriced on knowledge blacks spots

MARK SMITH  |  MONDAY, 3 JUN 2013
A lack of knowledge among vendors is leading to disparities in the prices being paid for planning practices and client books, according to Chris Wrightson, director of specialist business adviser and broking firm Centurian Market Makers.

AFS goes into liquidation

LAURA MILLAN  |  FRIDAY, 31 MAY 2013
The Australian Financial Services (AFS) Group has been placed into voluntary liquidation, according to the Australian Securities and Investments Commission (ASIC).

Advisers' Twitter usage doubles in 18 months

MARK SMITH  |  FRIDAY, 31 MAY 2013
Growth in social media usage by Australian financial advisers has far outstripped the growth experienced in the community overall, according to new statistics from Zurich Financial Services Australia (Zurich).

TASA now likely to include advisers by July 2013

LAURA MILLAN  |  THURSDAY, 30 MAY 2013
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.