Search Results | Showing 1 - 10 of 129 results for "scaled advice" |
| | ... the transactions that took place in 2023, the number of investors taking a minority or majority equity stake in scaled advice practices has increased. "This area of the market is growing as consolidation in the sector continues and large-scale advice ... |
| | | ... client and acted in a way that was misleading or deceptive or likely to mislead or deceive the client". Rogers' scaled advice approach advice was deemed inappropriate. Rogers made an "investment opportunity" recommendation to the client that was not ... |
| | | ... extremely likely to confuse consumers." While the FAAA welcomed some of the other inclusions, like greater support for scaled advice, replacing the Statement of Advice, and the removal of the Safe Harbour steps, it said this second tranche has it reconsidering ... |
| | | ... government's financial advice package to be successful, it must prioritise the needs of consumers by ensuring access to scaled advice through various channels, including digital. The working group also called for the support and growth of a professional ... |
| | | ... retirement outcomes." She said the fund is also anticipating the demand for financial advice will grow, particularly scaled advice or what it calls "single topic" advice. "We're expecting to see significant growth in demand for single-topic advice - ... |
| | | ... need. Research by NMG Consulting found that if the Quality of Advice Review (QAR) results in the implementation of a scaled advice model and other reforms to simplify advice, there will be a 12% increase in the number of Australians with life insurance ... |
| | | ... technology to efficiently manage social media posts across multiple social media platforms has grown to 40.0% from 24.4%. Scaled advice tool usage has grown among AdviceTech Stars to 37.8% from 31.1% and a further one in three or 35.6% plan to implement ... |
| | | ... much-needed financial advice during key life moments. This includes maintaining the Life Insurance Framework," it said. Scaled advice tailored to specific customer needs is also required, it said. "For life insurance, this could be as simple as a life ... |
| | | A new digital, scalable financial advice solution has launched to help advisers cater to those who don't require a comprehensive offering. Scientiam, founded by Arch Capital managing director Nigel Baker, aims to assist advisers in servicing clients ... |
| | | ... Fin365 solution has traditionally been used by financial services firms, it can equally be applied to deliver simple, scaled advice, the company said. "Consumers who engage directly with the miPlan platform will be able to select from variety of DIY ... |
|