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Showing 111 - 120 of 134 results for "Scaled Advice"

SPAA reassures members on opt-in

MELANIE TIMBRELL  |  WEDNESDAY, 28 MAR 2012
... of clients is of paramount importance when dealing with engaged customers - both for professionalism and for true scaled advice to occur," Slattery said.

FOFA provisions will go ahead: PJC

ELISE BURGESS  |  THURSDAY, 1 MAR 2012
... 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 opts for scaled advice ahead of FOFA

MELANIE TIMBRELL  |  TUESDAY, 21 FEB 2012
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 ...

Video SoAs on the cards

ELISE BURGESS  |  THURSDAY, 16 FEB 2012
... 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 ...

Adviser numbers to remain stable post FOFA: Rice Warner

CLAIRE MCGREAL  |  MONDAY, 6 FEB 2012
... 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 ...

SuperStream compliance poses threat to funds

ELISE BURGESS  |  WEDNESDAY, 25 JAN 2012
... issues they present. "These centre on dealing appropriately with financial advice and conflicts in that area, and how scaled advice is going to be paid for by members, such as a fee-for-service approach or shared across all members." Boal also said that ...

ASFA warns on unseen MySuper outcomes

ELISE BURGESS  |  THURSDAY, 19 JAN 2012
... affected regulators, in particular ASIC." Meanwhile in a separate submission on FOFA, ASFA announced it is running scaled advice testing scenarios to see whether an adviser could provide scaled advice on single issues or simple scenarios while still ...

ASIC releases FOFA guidance plan

ELISE BURGESS  |  TUESDAY, 13 DEC 2011
ASIC will release regulatory guidance on best interest duty, scaled advice, conflicted remuneration and ASIC powers before July 1 2012, the regulator said today. The Australian Securities and Investments Commission (ASIC) has released its regulatory ...

Industry responds to intra fund advice measures

CLAIRE MCGREAL  |  FRIDAY, 9 DEC 2011
... announcement from the government on intra-fund advice. New ASIC guidelines are also being developed to outline how scaled advice can be provided in accordance with the regulatory protections in the Corporations Act. The Financial Services Council (FSC) ...

Govt releases intra-fund advice rules

ELISE BURGESS  |  THURSDAY, 8 DEC 2011
... Securities and Investments Commission (ASIC) is being developed to support intra-fund advice which will outline how scaled advice can be provided in accordance with the regulatory protections in the Corporations Act. The ASIC guidance will be finalised ...