Search Results | Showing 101 - 110 of 129 results for "Scaled Advice" |
| | 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... the policy changes was to improve access, but said "the beneficiaries will be those that attain the holy grail of scaled advice." |
| | | ... 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 ... |
| | | ... of clients is of paramount importance when dealing with engaged customers - both for professionalism and for true scaled advice to occur," Slattery said. |
| | | ... and annual renewal statements, saying Best Interest duty would remain as is. It also allowed for the provision of scaled advice and rejected the premise that commission remuneration for advisers should be allowed inside superannuation if personal advice ... |
| | | Bendigo Wealth has announced a scaled-advice capability to drive down the cost of financial advice in an effort to address key FOFA issues such as accessibility. In a fact-sheet to planners circulated with the announcement, Bendigo Wealth wrote, "FOFA ... |
| | | ... strategies to daily advice operations, discussed at the national SPAA conference yesterday. The introduction of scaled advice will be an enormous opportunity for advisers, according to Aaron Dunn, managing director of The SMSF Academy, who told delegates ... |
| | | ... insurance on super." Linden also said industry comments didn't take into account an increase in the provision of scaled advice, but solely focused on a change in the number of advisers providing holistic or complex advice. According to the report, a ... |
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