FOFA

Financial planning

BT Select careful in recruiting AFS practices

BT Select has confirmed its continued growth but acknowledges careful due diligence on the AFS practices it recruited. ...

Financial planning

D-Day looms for PJC on TASA

FSC places $1 billion price tag on TASA implementation as PJC weighs competing submissions from accounting and planning industries....

Editorial

Financial planners hampered by FOFA doubts

The Future of Financial Advice regime will become law from 1 July, but as the Financial Services Council’s Cecilia Storniolo points out, many questions vital to the finan...

Financial planning

Macquarie Wrap adds FDS capability

Macquarie Wrap has joined other large-scale platform providers in providing its users with fee disclosure statement (FDS) functionality in the lead-up to the start date o...

Financial planning

WB Financial to be swallowed by Financial Wisdom

Financial planning dealer group WB Financial will soon dissolve and fold into the Commonwealth Bank-owned Financial Wisdom. ...

Funds management

Investing made easy turns ETF key

BlackRock Investment Management has taken out the inaugural Lonsec/Money Management Award for best exchange-traded fund (ETF) provider for 2013. ...

Superannuation

Workplace super struggles with FOFA rules

After ASIC refused to provide an exemption to corporate super specialists under the FOFA reforms' conflicted remuneration provisions, the Corporate Super Specialist Allia...

Accounting

Accounting bodies negative on TASA outcome

Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....

Editorial

Weighing up the benefits and risks of multi-manager funds

As advisers become increasingly time-poor, multi-manager funds seem to have emerged as an ‘all-in-one’ solution they need for their clients. But as Benjamin Levy reports,...

Financial planning

Planners struggling to meet FOFA standard

FPA points to lack of regulatory information as reason for planner unpreparedness for FOFA. ...

Financial planning

FPA writes to parliamentarians on TASA

The FPA has written to all members of Parliament stressing the level of unknowns impacting planners in the TASA bill....

Financial planning

Guardian to help advisers prepare for FOFA

Guardian Advice moves to get advisers ready for FOFA via workshops. ...

Financial planning

IOOF releases FOFA Q&As

IOOF has moved to help prepare its planners for the new Future of Financial Advice regime with the release of a Fee Disclosure Statement Questions and Answers pack....

Superannuation

Corporate super advisers seek new model

Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...

Editorial

Fund manager performance: market uncertainty makes for testing times

Although they haven’t exactly broken out the champagne, life has become a lot easier for fund managers over the past 12 months. Janine Mace examines the implications for ...