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Showing 111 - 120 of 167 results for "Fee disclosure"

Industry asks for stronger consultation after elections

LAURA MILLAN  |  MONDAY, 5 AUG 2013
... about issues such as "grandfathering, planners registering to the Tax Practitioners Board or the streamlining of fee disclosure statements."

ASIC wants more adviser record-keeping rules

LAURA MILLAN  |  THURSDAY, 1 AUG 2013
... that they must keep records of ongoing fee arrangements entered into with a client, copies of documents - such as, fee disclosure statements and renewal notices - that fees must be in relation to an ongoing fee arrangement and records to prove the licensee ...

Coalition confirms plans for FoFA amendments

LAURA MILLAN  |  TUESDAY, 9 JUL 2013
... recommendations include the complete removal of opt-in, the simplification and streamlining of additional annual fee disclosure statement requirements and an improvement of the best interest duty. The Coalition also wants to provide certainty around ...

FoFA still in need of changes: industry

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
... affordable for consumers." The Financial Planning Association (FPA) is concerned over planner preoccupation with fee disclosure statements. "It's only an administration point, the pillars of FoFA are education, training and the best interest duty, that's ...

More than 8,000 advisers using IRESS XPLAN

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
More than 8,000 advisers have opted for IRESS' XPLAN-CommPay solution to meet the Fee Disclosure Statement (FDS) requirements brought in by the Future of Financial Advice (FoFA) reforms, the software provider has said. According to IRESS, the 'vast ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  TUESDAY, 2 JUL 2013
In the new edition of Financial Standard, we look at best practice post-FOFA fee disclosure, SuperStream readiness, superannuation insurance and profile First Super's chief executive Bill Watson. You can read these articles on your iPad by downloading ...

Global ETF regulation proposed

ALEX DUNNIN  |  THURSDAY, 27 JUN 2013
... consider imposing disclosure requirements on the ETFs' underlying portfolios. While IOSCO has endorsed continued fee disclosure, it has gone further and advised that disclosure of underlying ETF borrowing costs should also be considered. In recognition ...

Praemium launches FoFA-ready CRM tool

MARK SMITH  |  MONDAY, 17 JUN 2013
... and wealth managers to track and manage interactions with clients and helping them to meet their new Opt-in and Fee Disclosure Statement requirements. Praemium said users familiar with Outlook would find the new tool easy to use and firms will benefit ...

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." ...