- Stick to what you're good at. Trist, Stephen // Money Management;8/2/2007, Vol. 21 Issue 28, p16
The article discusses the method of remuneration which is an arrangement made between a financial adviser and a client. The author believes that whether a payment is a fee, a commission or anything else, is up to the client and the adviser. He added that giving advisers the ability to choose the...
- Active management worth the cost. Levy, Benjamin // Money Management;3/3/2011, Vol. 25 Issue 7, p4
The article reports on the concerns over the cost of active management fees for financial planners in Australia.
- Opt-in costs 'negligible', says ISN. // Money Management;3/3/2011, Vol. 25 Issue 7, p4
The article reports on the initiative of the Industry Super Network (ISM) to use a commissioned research to claim the cost of opt-in arrangement for financial planners as negligible in Australia.
- CII and IFP won't charge for professional statements. Holt, Natalie // Money Marketing;2/3/2011, p72
The article reports on the initiative of the Chartered Insurance Institute (CII) and the Institute of Financial Planning (IFP) to not charge financial advisors an additional fee for offering their statements of professional standing in Great Britain.
- The charging conundrum. Goddard, Fay // Money Marketing;10/28/2010, p52
In this article the author discusses her views on charging for financial advice.
- Crisis Fallout Has Advisers Adjusting Their Fee Models. // American Banker;3/29/2011, Vol. 176 Issue 48, p7
The article focuses on financial adviser Ron Van Surksum who discusses his decision to use a sliding-scale fee based on the services a client needs to determine prices for his financial-planning fee schedule.
- Aussies unwilling to pay fair price for advice. Taylor, Mike // Money Management;11/4/2010, Vol. 24 Issue 41, p10
The article reports on the study which shows that Australians do not pay bigger amount for financial advice.
- Learning Curves. Korn, Donald Jay // Financial Planning;Mar2003, Vol. 33 Issue 3, p88
Explores 529 plan issues facing financial planners. Trends in the 529 market; Key to their increasing popularity; Growth of assets in 529 programs; Options of planners who receive fees rather than commissions in 529 plans; Limitations and estate planning advantages of 529 plans; Challenges and...
- Consumer Group Challenges Personal Line Contingency Fees. Ruquet, Mark E. // National Underwriter / P&C;1/31/2005, Vol. 109 Issue 4, p7
Reports on the accusation of the Consumer Federation of America on the use of contingency fees by insurers in the U.S. Contention of the group that the same potential conflicts of interest arise in contingency fee deals between independent agents and personal line insurers as those which...