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Showing 31 - 40 of 50 results for "Opt-in"

Equipsuper builds intra-fund advice

ELISE BURGESS  |  TUESDAY, 14 JUN 2011
... members $75 (including GST) for a Member Adviser phone consultation, which also provides a Statement of Advice. "Members will opt in to the Member Adviser service, using a voice contract over the phone," said Brooks. "The launch of the Member Adviser ...

Financial PDS' 'Shortened'

RACHEL DAVIS  |  THURSDAY, 9 JUN 2011
A new proposal by Finance Minister, Bill Shorten would provide a transition period of just over 12 months for those that aren't ready with their shortened PDS this year. Starting from 22 June 2012, PDS for all superannuation products and simple managed ...

Advisers to decide opt in: AusFIN

ELISE BURGESS  |  TUESDAY, 7 JUN 2011
Strong protests against opt in has opened the door for discussions on how advisers can avoid it through their own actions, said network of consumer, welfare, union and industry super fund groups, AusFIN. Since the Future of Financial Advice (FOFA) proposals ...

Industry funds primed for more planning deals

MATT WOODINGTON  |  THURSDAY, 12 MAY 2011
... go broader than that," said Collins. "Planners will also find it harder to direct their clients to one platform with the opt in arrangements and the scrubbing of rebates so I think there will be more and more of an open market," he added. The Financial ...

Advisers fear super fund competition

ALISON BEVEGE  |  TUESDAY, 19 APR 2011
... are subject to opt-in, shouldn't every member of an industry fund subject to a fee subsidising advice also be subject to opt in?"

Keep advice a simple business: BTFG

ELISE BURGESS  |  THURSDAY, 24 MAR 2011
... will stand out for them," said Spiers, adding that a strong emotional bond with a client will ensure that they return to opt in when the time comes. "This is a way the whole industry will need to reshape." "If advisers have not invested into forming ...

FPA slams industry fund 'one track agenda'

ELISE BURGESS, ALEX DUNNIN  |  THURSDAY, 24 FEB 2011
... actuarial consultancy that has long been associated with advice industry research, which claimed the actual cost for an annual 'opt in' arrangement for financial planners was negligible and estimated to be only about one hundredth of 1 per cent of advisers' ...

Three in five advisers opt out of opt-in: research

MICHELLE BALTAZAR  |  FRIDAY, 28 JAN 2011
... losses, as most people did - would have chosen to cut their losses and run," noted the research. "They would have declined to opt in and instead run for cover, and would now be considerably worse off for the decision." Other key findings of the research ...

Aon offers auto rebalancing service

RUTH LIEW  |  WEDNESDAY, 8 DEC 2010
... through a new auto-rebalancing facillity. The new service was made available early this month, however members will have to "opt in" to use the service. The aim of the facility is to rebalance members' asset allocation on a quarterly basis, without members ...

Opt in rules not up for debate

JOHN MCDULING  |  FRIDAY, 26 NOV 2010
The hung parliament is all that stands in the way of controversial "opt in" requirements being adopted, if comments from a senior Treasury department official are anything to go by. Speaking at the FPA conference on the Gold Coast, Dr Richard Sandlant ...