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Search ResultsShowing 31 - 40 of 62 results for "Fee disclosure statement"
Government to pass most FoFA changes through regulation
LAURA MILLAN  |  FRIDAY, 20 JUN 2014
The government is intending to approve most changes to the Future of Financial Advice (FoFA) law through regulation first, despite Labor and the Greens strong opposition to the amendments. Minister for Finance Mathias Cormann issued a response to the ...
Stakeholders stage FoFA confrontation in Senate submissions
LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
A new round of submissions to the Senate inquiry into the Future of Financial Advice (FoFA) amendments has seen consumers, academics and industry bodies holding increasingly opposing positions. Most stakeholders focused on the most controversial topics ...
BT Financial Group posts 21% profit rise
MARK SMITH  |  MONDAY, 5 MAY 2014
... market share at 19.7%. Asgard ranked top three in Investment Trends' survey and ranked number one for Best Fee Disclosure Statement and Best Platform Integration Functionality. The company also said it is on track to deliver its Panorama platform which ...
Compliance absorbs half of platforms' development budget
LAURA MILLAN  |  TUESDAY, 29 APR 2014
... usability, adviser support, reporting, direct shares and corporate actions functionality, as well as building fee disclosure statement (FDS) tools from scratch. CFS FirstWrap topped the ranking of full-function platforms by overall functionality for ...
netwealth improves tech features for advisers
LAURA MILLAN  |  TUESDAY, 25 MAR 2014
... statement of advice and the account snapshot, a list of transaction, investment performance information, the fee disclosure statement and the client's details. The new enhancements also include the ability to bulk trade client shares, to view outstanding ...
Government limits general advice exemption in FoFA amendments
LAURA MILLAN  |  THURSDAY, 20 MAR 2014
The Future of Financial Advice (FoFA) amendments bill that was introduced into the Parliament yesterday has limited the general advice exemption, but does not explicitly forbid commissions. The Corporations Amendment (Streamlining of FoFA) Bill 2014 ...
FoFA reforms put professional standards at risk: Ripoll
LAURA MILLAN  |  THURSDAY, 30 JAN 2014
... government's position to remove the opt in requirement and will work to "ensure specifically that the Fee Disclosure Statement process is streamlined for the benefit of planners and the end consumer alike." The Association of Financial Advisers (AFA) ...
FPA condemns FoFA fear mongers
JAMES FERNYHOUGH  |  FRIDAY, 17 JAN 2014
The Financial Planning Association of Australia (FPA) has urged planners to "rise above the noise of tired, product-centric arguments" in the early days of the watered-down Future of Financial Advice (FoFA) reforms. On 20 December 2013 Assistant Treasurer ...
Government releases FoFA amendments
LAURA MILLAN  |  FRIDAY, 20 DEC 2013
... but noted that "there is still room to improve." "We feel there is more to be done to streamline the fee disclosure statement process and we will continue to work with Government and Treasury for improvements in this area," FPA chief executive Mark Rantall ...
FPA to lobby against FoFA redundancy
LAURA MILLAN  |  THURSDAY, 5 DEC 2013
The Financial Planning Association (FPA) will lobby to take the opt-in requirement and other redundancies out of the Future of Financial Advice (FoFA) reforms as soon as the government issues its proposal to amend the legislation. "Opt-in is redundant ...
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