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Showing 171 - 180 of 220 results for "Advice fees"

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 ...

UK advisers should shift to planning

ALEX DUNNIN  |  TUESDAY, 19 JUN 2012
... are misleading and arguably without meaning, he added. "Australian-style controls should be introduced on recurring advice fees and all legacy trail commissions should be stopped (failing that, strict disclosure requirements should be introduced)." A ...

Low cost pensions to shake-up UK market

ALEX DUNNIN  |  TUESDAY, 22 MAY 2012
... operate like Australian retirement wrap platforms where members pay platform fees, external investment management and advice fees that can amount to up to 2% in total charges notwithstanding a range of low cost SIPPs now offer flat "wrapper" fees starting ...

Clarity needed for FOFA opt-in exemption

RACHEL DAVIS  |  FRIDAY, 4 MAY 2012
... opt-in exemption will still be required to seek active consent from their clients every two years to continue charging advice fees. "Under existing statutory powers which were not enacted specifically for the purpose of opt-in, ASIC can exempt advisers ...