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Showing 91 - 100 of 134 results for "Scaled Advice"

FoFA still in need of changes: industry

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
... best interest duty. At the same time, it will aim to provide certainty around the provision and availability of scaled advice and refine the ban of commissions on risk insurance inside superannuation. "We will be asking the next government, whoever it ...

Rubik completes Provisio takeover

MARK SMITH  |  MONDAY, 17 JUN 2013
... financially sound acquisition," commented Wayne Wilson, managing director of Rubik Wealth. "Components in Provisio's scaled advice software and the COIN software platform complement each other, which can be leveraged by Rubik to enhance the solutions ...

Midwinter puts planning software into the cloud

LAURA MILLAN  |  WEDNESDAY, 29 MAY 2013
... for us," Plummer said. Midwinter will be taking its software to a second stage and by June, 2013, it will offer scaled advice strategic modules, including transition to retirement, retirement modelling and contribution optimisation. In September 2013 ...

Rubik acquires Provisio

MARK SMITH  |  TUESDAY, 19 FEB 2013
... including AustralianSuper, HESTA and LUCRF Super. Provisio has also developed a hosted platform for the provision of scaled advice for both the institutional and independent financial advisor (IFA) markets. With the acquisition, Rubik aims to strengthen ...

XPLAN best planning software in 2012

BEN COLLINS  |  MONDAY, 4 FEB 2013
... planning applications most frequently used by Australian financial advisers. Specific focus on client engagement, scaled advice, mobile and tablet technology, and the requirements under FoFA has made the functional gap between XPLAN and other planning ...

Bravura and Rice Warner launch new super tool

MARK SMITH  |  THURSDAY, 31 JAN 2013
... to act on that advice - will be core to every superannuation fund's marketing plan following the introduction of scaled advice," said Roland Slee, Bravura's managing director, APAC. With this joint service, funds have the ability to generate statements ...

FOFA guidance released

BEN COLLINS  |  FRIDAY, 14 DEC 2012
... had been produced after extensive consultation were released to provide clarity on the 'best interest duty' and 'scaled advice' components of the reforms. Also released was an update on the conflicted remuneration provision of the incoming regulations ...

Mortgage Choice Financial Planning open for business

MARK SMITH  |  TUESDAY, 11 DEC 2012
... services industry and take advantage of its large existing client base. "When you look at the forecasted growth across scaled advice, superannuation and risk insurance, our customers sit right across these growth segments and we know that by transitioning ...

Advice tech more than back office tool: JP Morgan

MARK SMITH  |  MONDAY, 10 DEC 2012
... technology as a "back office" tool if they are to engage investors with their retirement income, according to a scaled advice software provider. J.P. Morgan's Donn Hess, speaking at a recent ASFA conference, said that retirement income projections had ...

Clients favour modular advice

BEN COLLINS  |  TUESDAY, 4 DEC 2012
... years," said Mark Johnston, Investment Trends principal. "And the language around the discussion needs to change: Scaled advice is a terrible description," he explained. When scaled advice is discussed in the industry, people often assume that it is ...