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Showing 11 - 20 of 134 results for "Scaled Advice"

QAR could see 12% increase in insured Aussies

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... need. Research by NMG Consulting found that if the Quality of Advice Review (QAR) results in the implementation of a scaled advice model and other reforms to simplify advice, there will be a 12% increase in the number of Australians with life insurance ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... technology to efficiently manage social media posts across multiple social media platforms has grown to 40.0% from 24.4%. Scaled advice tool usage has grown among AdviceTech Stars to 37.8% from 31.1% and a further one in three or 35.6% plan to implement ...

What the QAR should focus on: MLC Life

CASSANDRA BALDINI  |  TUESDAY, 9 AUG 2022
... much-needed financial advice during key life moments. This includes maintaining the Life Insurance Framework," it said. Scaled advice tailored to specific customer needs is also required, it said. "For life insurance, this could be as simple as a life ...

New scaled advice offering launches

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
A new digital, scalable financial advice solution has launched to help advisers cater to those who don't require a comprehensive offering. Scientiam, founded by Arch Capital managing director Nigel Baker, aims to assist advisers in servicing clients ...

Fin365 to launch hybrid advice platform

JAMIE WILLIAMSON  |  THURSDAY, 27 JAN 2022
... Fin365 solution has traditionally been used by financial services firms, it can equally be applied to deliver simple, scaled advice, the company said. "Consumers who engage directly with the miPlan platform will be able to select from variety of DIY ...

ASIC sets out limited advice expectations

KARREN VERGARA  |  THURSDAY, 2 DEC 2021
... product advisers-Conduct and disclosure (RG 175) and Regulatory Guide 244: Giving information, general advice and scaled advice (RG 244). The difference is that INFO 267 sets out more details about complying with the best interests duty and other rules. ...

ASIC announces advice affordability findings

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
... and governance costs are making advice less affordable. Many want RG 244 Giving information, general advice and scaled advice overhauled. It is too long and clashes with the FASEA requirements, they said. One interesting finding is that over two thirds ...

Vanguard head jumps to industry fund

ELIZABETH MCARTHUR  |  WEDNESDAY, 2 JUN 2021
... Cbus, Cross was manager of advice and education at LUCRF Super and had a 16-year career at Mercer in roles including scaled advice leader. Reeve's appointment comes as Vanguard moves into superannuation in Australia. Industry fund HESTA also recently ...

Cbus appoints head of advice

ELIZABETH MCARTHUR  |  THURSDAY, 29 APR 2021
... Cbus, Cross was manager of advice and education at LUCRF Super and had a 16-year career at Mercer in roles including scaled advice leader. She has a background as a financial adviser herself and is a certified financial planner. "Recognising the increasing ...

DDO to simplify general, personal advice

ANNABELLE DICKSON  |  TUESDAY, 30 MAR 2021
... clients. Further to this, Hodge said the financial services industry is grappling with the availability of limited or scaled advice compared to holistic advice and wanting to be able to provider a cheaper service but the compliance costs are too high. ...