advisers

Funds management

BT has revamped its Asgard and BT Wrap platforms ahead of FOFA to help advisers manage FDS, opt-out and conflicted remuneration....

Editorial

ASIC's RG 146 training requirements - tidying up the loose ends

ASIC has established new competency standards around RG 146, but Cecilia Storniolo writes that there are many loose ends that need to be resolved before the ground rules ...

Financial planning

Colonial First State upgrades platforms

Having just emerged as the highest-ranked provider in the Wealth Insights research into service levels, Colonial First State (CFS) has announced a range of upgrades to it...

Editorial

Have platforms reached their use-by date?

Many advisers feel it’s time the investment train pulled away from the platform, but what sort of ride are they in for? Benjamin Levy reports....

Editorial

Advisers turn to platforms for FOFA compliance

As it has become clearer how much capability is needed to comply with the FOFA reforms, advisers have turned to platforms to do most of heavy lifting. ...

Financial planning

AusUnity PFS adds 35 advisers

AusUnity PFS has added 35 advisers to its network in the last 12 months, but also had to turn away quite a few, according to CEO Steve Davis....

Policy & Regulation

CFS platforms undergo FOFA revamp

Colonial First State has introduced an FDS capability and completely removed conflicted remuneration from its platforms ahead of the looming FOFA deadline....

Editorial

Why it's time to consider investing offshore

Many investors and their advisers remain unsure where to start when it comes to offshore investing, believing that the various barriers to entry are too high to surmount....

Financial planning

Planners' technical abilities in doubt

Clients of financial planners are questioning their advisers' technical abilities while still seeing them as trustworthy and reliable....

Financial planning

Colonial First State relaunches regulatory website

Colonial First State has relaunched its regulatory reforms website for financial advisers to cope with post-FOFA environment. ...

Financial planning

TASA debate reaches its crescendo

Although it seems to have been going on forever, the saga of financial planners and the Tax Agent Services Act 2009 (TASA) seems to be finally reaching a crescendo. ...

Financial planning

Current markets an opportunity for advisers

Now that client sentiment is changing for the better, advisers have a real opportunity to show off their portfolio construction skills, according to Damen Purcell, head o...

Financial planning

CommFP restructures adviser remuneration model

The new remuneration model announced by Commonwealth Financial Planning will assess advisers on both financial and non-financial performance, and will see the introductio...

Financial planning

FDS presents client retention challenge

Financial planners might struggle to articulate their value to passive clients come fee disclosure statement time, according to Elixir Consulting’s Sue Viskovic....

Superannuation

Instreet talks up ‘bespoke’ approach

Improved investor sentiment fuelled by strong equity markets is resulting in a growing demand for bespoke structured products, according to George Lucas, managing directo...