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Showing 121 - 130 of 167 results for "Fee disclosure"

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 ...

Advisers struggle to add value

LINDA HAUSKEN  |  FRIDAY, 5 OCT 2012
Under the Future of Financial Advice opt-in and fee disclosure reforms, many advisers may struggle to offer a strong value proposition to their clients, according to an industry expert. Leith Thomas, director of the Bailey Roberts Group said generally ...

COIN software FoFA ready: Rubik

BEN COLLINS  |  MONDAY, 10 SEP 2012
... with the Future of Financial Advice (FoFA) reforms. New functions have been included that allow users to meet the fee disclosure and opt in requirements of the new legislation. "Extensive changes have been implemented into COIN Office 4.0 with a focus ...