Search Results | Showing 11 - 20 of 164 results for %22Scaled Advice%22 |
| | | ... government's financial advice package to be successful, it must prioritise the needs of consumers by ensuring access to scaled advice through various channels, including digital. The working group also called for the support and growth of a professional ... |
| | | | ... retirement outcomes." She said the fund is also anticipating the demand for financial advice will grow, particularly scaled advice or what it calls "single topic" advice. "We're expecting to see significant growth in demand for single-topic advice - ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 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 ... |
| | | | ... clearly demarcated. According to the draft, the review will also consider the role and bounds of advice that is considered scaled, intra-fund or limited in scope. Many other hot topics for the industry are on the table for review - including life commissions ... |
| | | | ... 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 ... |
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