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Showing 111 - 120 of 159 results for "Fee disclosure"

Macquarie Wrap launches FDS

LAURA MILLAN  |  WEDNESDAY, 12 JUN 2013
Macquarie Wrap has launched a fee disclosure statement (FDS) functionality ahead of the start of the Future of Financial Advice (FoFA) reforms. The new functionality allows advisers to customise their statement to align with the services they provide ...

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
... with the calculators. AdviceOS also allows advisers to create and monitor renewal notices and opt-in, generate fee disclosure statements and manage client segmentation. The software is hosted on the Amazon web services which Midwinter said is "secure." ...

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
... Financial Advice (FoFA) obligations. "Advisers now have administrative support for most of their obligations around fee disclosure statements (FDSs), opt-out and bans on charging asset based fees through the Asgard and BT Wrap Platforms well ahead of ...

No middle ground post-FoFA

LAURA MILLAN  |  MONDAY, 13 MAY 2013
... management and efficiency from advisers, as well as offering value to clients. However, FoFA requirements such as fee disclosure might affect independent advisers. "Clients are going to start looking at how much they are charged and that will put pressure ...

Tool automates FDS creation

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
Xplan service provider Enzumo has developed a tool that completely automates fee disclosure statements and allows advisers to pull the data from the system in a few minutes. The tool also replays the services that the client has received in the past ...

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH  |  TUESDAY, 7 MAY 2013
... FirstChoice and FirstWrap, containing simple and easy to understand fee information to assist advisers with their Fee Disclosure Statement (FDS) obligations from 1 July. The payment of conflicted remuneration has also been removed on FirstChoice Retail ...

Count eyes accounting firms

LAURA MILLAN  |  TUESDAY, 30 APR 2013
... comes out." On the last month, Count has reduced its platform pricing; it has transited into a fully-automated fee disclosure statement and has changed its asset allocation and model portfolios in order to reduce volatility.

Industry bodies welcome Code of Conduct update

LAURA MILLAN  |  MONDAY, 4 MAR 2013
... means that advisers and licensees can focus their attention on the far more pressing issues of compliance with Fee Disclosure Statements and Conflicted Remuneration, enabling them to take the time to consider fully how they wish to be bound by a Code ...

ISN welcomes financial planner fee guidance

BEN COLLINS  |  TUESDAY, 29 JAN 2013
Industry Super Network has welcomed fee disclosure guidance released last week by the Australian Securities & Investments Commission. Industry Super Network chief David Whiteley said that transparency around financial planner remuneration under the ...

FPA grief over new fee rules

BEN COLLINS  |  FRIDAY, 25 JAN 2013
... has said it is "concerned" with a part of the Australian Securities & Investments Commission's final guidance on fee disclosure. Today the corporate watchdog handed down guidelines that tell Australian financial services licensees how to follow new fee ...