Search Results | Showing 91 - 100 of 129 results for "Scaled Advice" |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | Scaled advice is one of the most obvious paths towards success in a brave new world of financial planning, said Mercer's advice industry leader. The financial planning industry has failed to recognise what people want in the past, and needs to offer ... |
| | | ... believes his firm was chosen because of its extensive experience and proven ability to deliver cost-effective and scaled advice over the phone. "It's fitting that the pioneer of phone-based advice has now partnered with the pioneer of online banking ... |
| | | ... client engagement solution 'Engage' has been deployed and will initially be used by MLC's Plum business to provide scaled advice via phone to corporate super members. "The regulatory landscape is evolving quickly and technology is central to the opportunities ... |
| | | ... stretch its service proposition. "In this new world of FOFA, our customer segment sits nicely across the notion of scaled advice and were going to shake things up, we are planning to come out with a edgy consumer focused financial planning proposition. ... |
| | | ... ASIC's consultation paper released yesterday on key elements of the FOFA reform package. The proposed guidance on scaled advice and best interests duty indicates the two categories of scaled and holistic advice will be superceded by the understanding ... |
|