Search Results | Showing 91 - 100 of 164 results for %22Scaled Advice%22 |
| | | ... streamlining of fee disclosure statements, amending the best interest duty and providing certainty around the provision of scaled advice. Some of these changes took effect on 1 July 2014, while others will have to wait until the government has passed ... |
| | | | ... to financial services product providers. However, ASIC said a number of AFS licensees had reported an increase in scaled advice and strategic advice, and most had reviewed their approved product lists. Most licensees reported a change in income as a ... |
| | | | ... reviews as an area where improvements could be made, 62% answered generation of FoAs, 57% compliance, 45% providing scaled advice and 40% completing workflows during client meetings. In total, "91% of planners say technology can really help out in client ... |
| | | | ... requirement, the removal of the catch-all provision of the best interest duty, the provisions regarding investor access to scaled advice and the removal of the requirement for fee disclosure statements (FDS) to be sent to pre-July 1, 2013, clients. Changes ... |
| | | | ... it is persuaded that this "would not dilute the best interest duty." Consumer protection and affordability within scaled advice was one of the Committee's main points of interest. "Advisers, when providing scaled advice, should be under an explicit obligation ... |
| | | | ... The submission addressed other issues such as the implications of direct insurance on consumers, the differences between scaled and general advice and the government's role on improving consumer literacy. Read all Financial Standard coverage of the Murray ... |
| | | | ... planning/platform integrated planning application was AdviserNETgain/Asgard. Provisio was surveyed as the best superannuation scaled advice application, followed by XPLAN Engage and Decimal. "Provisio has been part of the development of superannuation ... |
| | | | ... $2.81 per member per year, with an average per member per year cost of $9.65. ASFA said the bulk of the cost of scaled advice (87%) is covered by general administration fees charged to members by funds, or a combination of general administration fees ... |
| | | | ... submission also exposed the FPA's position on other proposed changes. It asked for greater tightening for the delivery of scaled advice "to avoid unintended consequences" and it endorsed the removal of sub-section s961B(2)(g) about the best interests ... |
| | | | ... group participants expressed concern that planners did not have sufficient SMSF-specific expertise, and said more scaled advice was needed. They also said the number one quality they look for in a planner is the ability to offer strategic investment ... |
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