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Showing 101 - 110 of 134 results for "Scaled Advice"

Advisers must gravitate from engagement to guidance: Mercer

BEN COLLINS  |  MONDAY, 3 DEC 2012
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 ...

Money Solutions partners with ING DIRECT

LINDA HAUSKEN  |  WEDNESDAY, 12 SEP 2012
... 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 ...

IRESS renews NAB wealth tech agreement

MELANIE TIMBRELL  |  MONDAY, 3 SEP 2012
... 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 ...

We're revolutionising financial planning: Mortgage Choice

LINDA HAUSKEN  |  FRIDAY, 24 AUG 2012
... 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. ...

All advice scaled in proposed ASIC guidance

MELANIE TIMBRELL  |  FRIDAY, 10 AUG 2012
... 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guidance on scaled advice and best interests duty indicates the two categories of scaled and holistic advice will be superceded by the understanding ...

Direct investors prefer scaled advice

MELANIE TIMBRELL  |  THURSDAY, 2 AUG 2012
Almost 60% of direct investors are interested in scaled advice, with the majority of those preferring to receive that advice from a financial adviser rather than their super fund. These were among the findings of CoreData survey results released today ...

ASIC flags guidance on code approval

MELANIE TIMBRELL  |  WEDNESDAY, 2 MAY 2012
... Kell said the guidance would address a number of issues, including the requirement to do a fact find when giving scaled advice, and adviser and client agreement on the scope of advice. "Not surprisingly, we do not yet have a detailed, concluded view ...

netwealth unbundles super

MELANIE TIMBRELL  |  TUESDAY, 1 MAY 2012
... platforms going direct to market. "The introduction of My Super will see an increased focus on direct offerings and scaled advice tools and services for advisers and also direct to members," said Heine. netwealth is currently used by approximately 700 ...

FOFA will not be delayed: Minter Ellison

BEN COLLINS  |  TUESDAY, 1 MAY 2012
... the policy changes was to improve access, but said "the beneficiaries will be those that attain the holy grail of scaled advice."

Advisers should focus on cost of advice

BEN COLLINS  |  THURSDAY, 26 APR 2012
... that all-important starting point of identifying the actual cost of advice per client. "Advisers who embrace newer scaled advice solutions will be able to generate these basic plans in as little as a few minutes, dramatically lowering the cost of adv ...