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Showing 41 - 50 of 56 results for "Opt-in"

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 ...

Advice 'opt in' reforms to dictate platform choice

RUTH LIEW | WEDNESDAY, 13 OCT 2010

... in five planners will consider switching to a platform that can help them better administer the government's proposed 'opt in' reforms. Researcher Investment Trends will release its annual 'Planner Business Model Report' next month, revealing details ...

Planners risk buying bad businesses

RUTH LIEW | WEDNESDAY, 28 JUL 2010

... transitions to a fee for service structure. For example, it would be much easier for clients to move from one adviser to another, opt in and opt out of their current relationships in the new landscape - factors that have to be, but not always, taken ...

Commissions by another name

ALEX DUNNIN | WEDNESDAY, 28 APR 2010

... superannuation funds." Hartsuyker also rejected the core tenant of Bowen's reforms being that investors should only be able to opt in to receive advice. "The Coalition believes that conflicts of interest can be minimised by full disclosure of fees charged ...

Planner fees for super advice cost $1.3bn

ISN PRESS RELEASE | MONDAY, 19 APR 2010

... This conclusion is in line with the MySuper proposals foreshadowed by the Cooper Review. The report recommends that an "opt in" system for financial advice fees be introduced "to reinforce the sovereignty of the consumer." This is in stark contrast to ...

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Federal Court calls out ASIC for re-running case on appeal

RIDDHIMA TALWANI | 12:39PM

The Full Federal Court of Australia has criticised regulators for falling back on appeals to re-litigate cases on a different legal basis than the one run at trial.

Evergreen founder exits Ascalon Capital

KARREN VERGARA | 12:33PM

Ascalon Capital has bid farewell to Evergreen Consultants' founder Angela Ashton, shortly after acquiring the consulting firm last year.

Powerhouse Ventures partners with European fund manager

KARREN VERGARA | 12:10PM

ASX-listed Powerhouse Ventures has partnered with an unnamed European fund manager that will commit US$50 million to its fledgling Critical Infrastructure Opportunities (CIO) Fund.

KeyInvest unveils new investment platform, awards mandate

MATTHEW WAI | 12:28PM

KeyInvest has launched a new investment platform to include a plethora of investment strategies ranging from private credit to global equities.

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