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Showing 161 - 170 of 213 results for "Advice fees"

FSC joins calls for tax deductible advice

MARK SMITH | MONDAY, 10 FEB 2014

... existing tax arrangements," the submission said. The industry body added that the uniform deductibility of financial advice fees would increase the accessibility and affordability of financial advice for more Australians and ensure existing tax distortions ...

ISA asks for scaled, affordable advice

LAURA MILLAN | FRIDAY, 4 OCT 2013

... weren't getting financial advice, but retail super fund members were paying for it through commissions and ongoing advice fees taken out of their super. "While many planners have always prioritised their clients' interests, commissions can provide an ...

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER | WEDNESDAY, 22 MAY 2013

... FDSs, opt-out and conflicted remuneration obligations. "The FDS produced will provide advisers with all the ongoing advice fees charged to their client. This functionality is highly customisable - allowing advisers to select the fees they wish to specify ...

Two-thirds US clients don't understand fees

ALEX DUNNIN | WEDNESDAY, 27 FEB 2013

... Boston-based Cerulli Associates. The research shows how Australia is not the only nation debating investment, pension and advice fees, transparency and how they should be disclosed. "Consistent with previous years, investors either believe the advice ...

MLC dealer group the best: CoreData

BEN COLLINS | MONDAY, 21 JAN 2013

... more transparency, removal of conflicted payments and a shift away from commissions on super and investments towards advice fees back in 2005," Nunn said. The CoreData awards are part of the financial research house's annual shadow shop, which looks ...

FoFA readiness is all about client engagement: MLC

MARK SMITH | FRIDAY, 18 JAN 2013

... more transparency, removal of conflicted payments and a shift away from commissions on super and investments towards advice fees back in 2005," said Nunn.

ASIC consults on code approval under FOFA

LINDA HAUSKEN | WEDNESDAY, 24 OCT 2012

... as the opt-in requirement intends to achieve," he said. "That is, to prevent disengaged clients from paying ongoing advice fees for services of little or no value." ASIC said it will consider applications for approval of a FOFA code once final policy ...

Paragem signs ex-Securitor practice

BEN COLLINS | WEDNESDAY, 3 OCT 2012

... more a case of practices wishing to create their own "arms length" proposition. "The model is all about ensuring that advice fees form the greater part of the value chain and that client interests are met," he said. Securitor this morning declined to ...

Premium adds new practice to dealer network

LINDA HAUSKEN | TUESDAY, 25 SEP 2012

... that the group holds. "Additionally, as Premium operates on a fixed rate and is not driven by volume or funds under advice fees, it made a better fit for our business," he said. Premium Wealth Management is an independently-owned financial planning group ...

CUA launches low cost super funds

ALEX DUNNIN | WEDNESDAY, 1 AUG 2012

... advice' online application products and so CUA members and fund members who require advice will have to negotiate advice fees separately. "By offering superannuation products, CUA is responding to a broader range of customer needs. Our business model ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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