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Showing 141 - 150 of 167 results for "Fee disclosure"

Super funds call for new fee paradigm

JOHN MCDULING  |  THURSDAY, 14 OCT 2010
... benchmark," said Fiona Reynolds, chief executive of AIST. The association also recommends the development of a fee disclosure accounting standard, and the publication by APRA of more consistent and reliable data on investment management fees at an investment ...

Annual renewals protect investors: ISN

MEDIA RELEASE  |  WEDNESDAY, 6 OCT 2010
... getting blindly paying for advice they don't get any value out of. The annual opt-in process will also reinforce fee disclosure and transparency. "The annual renewal will increase consumer engagement and control. Given the poor levels of consumer engagement ...

APRA dictates investment option labels

MICHAEL HOBBS  |  WEDNESDAY, 30 JUN 2010
... This figure was based on ASIC guidelines that detailed which investment option should be used within each fund's fee disclosure template. By contrast, regulators and not-for-profit funds did not recognise this interpretation of the regulations because ...

Europe fails at fee disclosure

RUTH LIEW  |  FRIDAY, 2 OCT 2009
The European fund industry is failing the fees transparency test - while Australian fund managers are facing their own woes when it comes to unbundling fund costs, according to PricewaterhouseCoopers. According to the "Ideal Fund - Reengineering the ...

Fee disclosure for intermediaries: CalPERS

RUTH LIEW  |  MONDAY, 11 MAY 2009
The $230 billion CalPERS is forging ahead with its investment transparency overhaul when it proposed a new policy for the disclosure of "placement agents" brokering new business and fees paid to them. A key committee of the California Public Employees' ...

New era in fee disclosure

MICHELLE BALTAZAR  |  TUESDAY, 5 AUG 2008
... handle - or didn't know about. "They're the ones that could lose their CFPs," he said. Financial Standard poll on fee disclosure While small to mid-size firms could struggle, a Financial Standard spot poll of the 30 largest financial planning firms in ...

NZ planners regs improve fee transparency

New Zealand planners have received three-month notice to follow tighter rules on fee disclosure after a new government ruling was announced this week. NZ Commerce Minister Lianne Dalziel said that investment advisers will now be required to provide ...

IRESS turbocharges Xplan

MICHAEL HOBBS  |  THURSDAY, 8 NOV 2007
... integrated into a client's SOA. Andrew Walsh, general manager at IRESS Wealth Management Solutions, said the platform fee disclosure service was developed to allow advisers to provide up to date information to their clients. Through the SuperSolver tool ...

Kiwibank fined over lack of disclosure

ALEX DUNNIN  |  THURSDAY, 17 MAY 2007
... savings scheme. Meanwhile, in Australia the peak consumer advocacy group CHOICE has published an analysis of similar fee disclosure problems with currency conversion on credit card transactions among Australian banks. www.thesheet.com

FPA stops short of backing member calls

KATE HAGE  |  MONDAY, 8 MAY 2006
... Tucker's calls for a broad switch to fee for service, but continued to fall back on the FPA principles, which promote fee disclosure and agreements between client and adviser. "It is clear that MLC and a number of other FPA members are moving in the ...