Search Results | Showing 11 - 20 of 129 results for "Scaled Advice" |
| | | ... 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. ... |
| | | | ... 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 ... |
| | | | ... 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, 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 ... |
| | | | ... 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. ... |
| | | | ... launched due to effective technology playing an increasingly critical role for advisers to deliver more efficient and scaled advice to their clients. "Vanguard is excited to add to our digital toolkit for advisers, which also includes our popular portfolio ... |
| | | | ... Promoting access to affordable advice for consumers, with many stakeholders pushing for expanding the constraints of scaled advice. Forman said there is currently a lack of clarity around this "collectively charged model", seeing many licensees erring ... |
| | | | ... financial advice, closed on January 18. One issue ASIC is delving into is terminology and the best way to refer to scaled advice, and if it should be changed to limited advice or transactional advice. ASIC found that the average cost of comprehensive ... |
| | | | ... incorporating things such as FASEA obligations," she said. What makes advisers and licensees cautious, she said, is that scaled advice is open to interpretation under FASEA and ASIC's own regulation and can be reinterpreted by the Australian Financial ... |
| | | | ... Investments Commission (ASIC) is calling on financial advisers to provide feedback to its consultation paper on affordable scaled advice. As previously announced last month, ASIC's latest consultation paper, Promoting access to affordable advice for ... |
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