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Showing 141 - 150 of 164 results for %22Scaled Advice%22

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 ...

FOFA moderate and reasonable: ISN

CLAIRE MCGREAL  |  TUESDAY, 24 JAN 2012
... commission payments being allowed on the sale of insurance products...or the increase in planners as a result of providing scaled and limited advice," said Whiteley. Quoting headline data from a new report, which will be presented to the PJC in the coming ...

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 ...

Consolidation creating conflict between product and advice

RACHEL DAVIS  |  THURSDAY, 1 DEC 2011
... already operate. However, clauses (c) and (g) individually and together are likely to impede advisers from offering scaled advice. I expect that there will be further lobbying from the industry to find a more workable outcome." Premium Wealth Management ...

Niche and insto licensees to rule by 2020

ELISE BURGESS  |  TUESDAY, 25 OCT 2011
... Meanwhile, Tony Stephens, principal at Business Health, said there will be a variety of advice channels that will develop beyond scaled and holistic advice, which will also allow for advisers to specialise in particular areas.