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Showing 21 - 30 of 69 results for "Comprehensive Advice"

New AIA advice unit names chief executive

KARREN VERGARA  |  FRIDAY, 30 JUL 2021
... the insurer will continue to focus on partnerships with external financial advisers who provide valuable comprehensive advice to their clients. Separately, AIA New Zealand has been ordered to pay NZ$700,000 by the Auckland High Court after the insurer ...

FSC proposes new advice model

KARREN VERGARA  |  MONDAY, 19 APR 2021
... harbour steps". The seven steps should be abolished, the FSC argued. They might be relevant when providing comprehensive advice, but undermines the provision of scaled, simple issue and low risk financial advice. Instead, the code of ethics should be ...

Hume advocates for affordable advice

KARREN VERGARA  |  WEDNESDAY, 20 JAN 2021
... example, in 2019, Investment Trends reported that financial planners estimated that the average cost for full or comprehensive advice was $2900. For more limited advice, they estimated $1500," ASIC said. In fact, consumers were willing to pay $340 on ...

The barriers to limited advice: Licensees

ANNABELLE DICKSON  |  MONDAY, 11 JAN 2021
... need it to be more accessible and affordable whereas high net worth clients perhaps already have access to comprehensive advice," she said. Alexander believes a way for ASIC to support advisers in mitigating these issues echo those of the Financial Services ...

QSuper head of advice exits

KARREN VERGARA  |  TUESDAY, 20 OCT 2020
... inspirational." In July, the super fund announced significant changes to its financial-advice offering, ceasing comprehensive advice to new members. From September 30, advice teams across the group were combined to form one division. Pennisi said moving ...

Demand for advice rises

KARREN VERGARA  |  TUESDAY, 8 SEP 2020
... those surveyed claiming COVID-19 as a major catalyst. "Potential clients overwhelmingly prefer receiving comprehensive advice over limited advice (76% cite this vs. 35%). But when cost is factored in, preference for limited advice markedly increases," ...

Regtech adds to advisory board

ALLY SELBY  |  MONDAY, 13 JUL 2020
... technology advancements are at a point where automation through cloud services can deliver personalised and comprehensive advice, much more cost effectively, with better experiences for both planners and customers." De Angelis will be responsible for ...

QSuper culls comprehensive advice

KANIKA SOOD  |  FRIDAY, 3 JUL 2020
The $110 billion industry fund will stop offering comprehensive advice to new customers on July 6 and cut over 50 positions, as it sees demand for holistic advice fall. QSuper chief executive Michael Pennisi said the decision is based on several years ...

VicSuper disputes fee hike claim

HARRISON WORLEY  |  WEDNESDAY, 10 JUN 2020
... still be able to receive intra-fund advice on specific topics at no cost," VicSuper said. The funds said comprehensive advice will also be available for all members in-house on a user-pays basis at an average cost of $2500, "which is consistent with ...

How advice can conquer stigma

HARRISON WORLEY  |  WEDNESDAY, 20 MAY 2020
... de-stigmatise that, and there's going to be element of having to change the process because going through a full comprehensive advice process doesn't make it easy to de-stigmatise that because you are going to be thrown in the deep end," he said. ...