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Showing 11 - 20 of 69 results for "Comprehensive Advice"

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... advice, KPMG research commissioned by the Financial Services Council (FSC) found the average cost of providing comprehensive advice is $5335 per client. Some paraplanners believe the cost of advice can be attributed to the SoA or paraplanning itself. ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
... considerable resources on building out our digital, broadening our intra-fund offerings, and our face-to-face comprehensive advice," she explained. "We're investing significantly in each area so members can access us in different ways, and we can ...

UK regulator looks to simplify advice

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
... be paid in instalments. Under the new regime - which would run alongside the current, regulated realm of comprehensive advice - the level of qualification required to provide advice on mainstream products would be reduced and the client fact find would ...

Millions of retirees will benefit from QAR

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
... information, available products, and good advice to individuals. "Particularly those who are unable to afford comprehensive advice including, shift superannuation fund tools, calculators and retirement estimates towards offering consumers more choices," ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
... in retirement compared to those that don't. From a sample of over 100,000 members, some of which received comprehensive advice, Aware Super found those that did receive advice had an average of 22% more in their super account, or about $150,000 extra. ...

Austbrokers Life, Australian Unity partner

CASSANDRA BALDINI  |  THURSDAY, 20 OCT 2022
... quality of advice we provide. It will enable our business to benefit Australians in new ways with a more comprehensive advice offering."

Increasing number of advisers look to self-licence

JAMIE WILLIAMSON  |  MONDAY, 5 SEP 2022
... compliance burden, ability to provide affordable advice and regulatory change. The typical cost of providing comprehensive advice to a client has increased to $3280, the report says. Despite this, practice profitability is increasing. About 46% of advisers ...

Hostplus expands Industry Fund Services mandate

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... is planning to roll out an updated financial advice and literacy model, including expanded intra-fund and comprehensive advice solutions and a range of new services to meet the growing needs of its broadening membership. These services will be delivered ...

Midwinter scores AIA mandate

CHLOE WALKER  |  MONDAY, 21 MAR 2022
... generation for 160 advisers and support staff. According to AIA, Midwinter was selected because it offered comprehensive advice software that required minimal customisation to meet their requirements. AIA Financial Wellbeing's staff were operational ...

ASIC sets out limited advice expectations

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... Danielle Press said: "ASIC recognises that many consumers prefer to seek limited and specific advice rather than comprehensive advice. We also understand that industry faces some barriers to providing limited advice, including a lack of clarity about ...