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Showing 61 - 70 of 88 results for "Fee disclosure statement"

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 ...

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 ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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