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Search ResultsShowing 41 - 50 of 62 results for "Fee disclosure statement"
Advisers battle to reconnect with disengaged clients
LAURA MILLAN  |  MONDAY, 4 NOV 2013
... advisers' relationship with their disengaged clients. "Advisers will be sending disengaged clients a fee disclosure statement saying how much the client has paid on fees," Egger said. "If you are an adviser and you haven't seen those clients in a few ...
New adviser service speeds up dealer group creation
LAURA MILLAN  |  MONDAY, 30 SEP 2013
... service also offers low PI excess and costs, independent research, ongoing CPD offering, commission with Fee Disclosure Statement capabilities and strategy focused PD days. "The My Dealer Service - Libertas AFSL facility has been developed so that any ...
Investor confidence drives advice growth
LAURA MILLAN  |  WEDNESDAY, 21 AUG 2013
The recovery of investor confidence after the global financial crisis is benefiting the financial planning space, which has seen a surge of clients looking for advice. An Investor Trends Planner Business Model Report for May 2013 found that new client ...
FoFA FDS uncertainty remains
LAURA MILLAN  |  MONDAY, 12 AUG 2013
The Future of Financial Advice (FoFA) regulation needs more changes to eliminate grey areas, but any modifications will have to be legislated to be meaningful. Fee disclosure statements (FDS) are one of the main issues of concern for financial advisers ...
Industry asks for stronger consultation after elections
LAURA MILLAN  |  MONDAY, 5 AUG 2013
The financial services industry welcomed September 7 as the date for the federal elections, and has asked for stronger and more transparent consultation process once the result no matter what the result is. The Institute of Chartered Accountants Australia ...
ASIC wants more adviser record-keeping rules
LAURA MILLAN  |  THURSDAY, 1 AUG 2013
The Australian Securities and Investments Commission (ASIC) has proposed that financial advisers improve the way they keep their records as part of the best interest duty obligation under the Future of Financial Advice (FoFA) regulation. In Consultation ...
Coalition confirms plans for FoFA amendments
LAURA MILLAN  |  TUESDAY, 9 JUL 2013
... recommendations include the complete removal of opt-in, the simplification and streamlining of additional annual fee disclosure statement requirements and an improvement of the best interest duty. The Coalition also wants to provide certainty around ...
FoFA still in need of changes: industry
LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
After the effort by the industry to comply with the Future of Financial Advice (FoFA) regulation, the organisations representing the financial services sector are asking for adjustments to FoFA. The Financial Services Council (FSC) specified that the ...
More than 8,000 advisers using IRESS XPLAN
MARK SMITH  |  WEDNESDAY, 3 JUL 2013
More than 8,000 advisers have opted for IRESS' XPLAN-CommPay solution to meet the Fee Disclosure Statement (FDS) requirements brought in by the Future of Financial Advice (FoFA) reforms, the software provider has said. According to IRESS, the 'vast ...
Praemium launches FoFA-ready CRM tool
MARK SMITH  |  MONDAY, 17 JUN 2013
... managers to track and manage interactions with clients and helping them to meet their new Opt-in and Fee Disclosure Statement requirements. Praemium said users familiar with Outlook would find the new tool easy to use and firms will benefit from easy ...
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