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Showing 201 - 210 of 213 results for "Advice fees"

FPA recommends fee-for-service advice

MICHELLE BALTAZAR | FRIDAY, 1 MAY 2009

... the details over that period on issues concerning legacy products, grandfathering provisions and taxation (certain advice fees are currently not tax deductible). But the key, said Bloch, is that the FPA is responding to the challenge thrown last year ...

SMSFs beat the market

MICHAEL HOBBS | FRIDAY, 13 MAR 2009

... annum. Of that figure, SMSF trustees paid $3,200 in accounting costs, $480 in auditing expenses and roughly $1,600 in advice fees on average per annum.

New era in fee disclosure

MICHELLE BALTAZAR | TUESDAY, 5 AUG 2008

... industry because it dictates that FPA members have to disclose, on a regular basis (at least once a year), any ongoing advice fees paid by all clients. This principle became enforceable in January this year, 18 months since it was introduced in July ...

Planners need to shape up: Corbett

MICHAEL HOBBS | FRIDAY, 30 NOV 2007

... financial planning industry with cynicism because advisers aren't proficient and the level of disclosure surrounding advice fees is inconsistent across the industry, Roger Corbett, company director and former chief executive of Woolworths, said. At the ...

AXA takes care of business

... Haywood to implement a series of changes including setting new guidelines on minimum service standards and minimum advice fees. But one of the highlights of AXA's new initiatives is the feature that allows Haywood to provide better transparency on the ...

Value planners on profitability, not scale

... financial planners in the dealer group). "Valuation models should be moving toward strong recurring income streams through advice fees - not incomes reliant on volume bonuses or kickbacks from platforms," he said. Michelle Baltazar

Tricom makes IMAs admin-free for planners

HAMISH MADDEN | MONDAY, 11 SEP 2006

... and IMAs with no time involved in administration, minimal cost to the client and a much higher margin available for advice fees."

Value of advice shines at Tupicoffs

... largely for working with a client who needed low income planning advice and didn't have the disposable income to pay the advice fees. "She couldn't afford [it] but it was clear that she needed help so I decided to give her advice pro-bono," he said. ...

FPA preps members on conflicts of interest principles

... for managing conflicts of interest were first announced in March and the first principle - relating to disclosure of advice fees - will take effect from 1 July. The other three principles, relating to product advice, remuneration and corporate governance ...

Amicus builds business on flat planning fee

... Amicus is run by financial planner Robert Skinner who has a long history in the industry and has used all types of advice fees, from fees linked to asset size to commission-based and all the variations in between. "Some planners, they get some commission ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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