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Showing 161 - 164 of 164 results for %22Scaled Advice%22

New super products and mergers may result - insurers

ELISE BURGESS  |  THURSDAY, 28 APR 2011
... become manufacturers rather then independent firms." The silver lining for advisers was the government inclusion of scaled advice which essentially levelled the field between advisers and intrafund advice. This has opened new growth opportunities for ...

SPAA positive but fears bad practice post FOFA

ELISE BURGESS  |  THURSDAY, 28 APR 2011
... chief executive of SPAA. That aside, SPAA generally welcomed the reforms with positive comments about the restricted scaled advice licence for accountants who advise self managed super fund investors and the new state of intrafund advice. Slattery said ...

Life insurance consuming dormant super fund balances

ALISON BEVEGE  |  WEDNESDAY, 13 APR 2011
... million per year. Vamos also said financial planners had an important role to play in sorting out the issue, through scaled advice. "Planners - whether they are independent or attached to funds - are able to provide advice on a limited subject," she ...

Coin downsizes software for advisers

MICHAEL HOBBS  |  WEDNESDAY, 19 MAR 2008
... was telling us that they often didn't need all of the features the Coin Office solution could offer, but instead needed a scaled back version that provided cost efficiencies and more simplistic functionality," said Jenkins. "[Risk Lite] is tailored to ...