Search Results | Showing 21 - 30 of 129 results for "Scaled Advice" |
| | BT has proposed changes to its Wealth Connect business which could see at least 38 roles become redundant, as Westpac continues to review its wealth platform, superannuation, investments and insurance businesses. BT's Wealth Connect team provides ... |
| | | ... Investments Commission is conducting a review of life insurance advice and plans to consult with the industry on scaled advice this year. Speaking at the Association of Financial Advisers Conference, ASIC senior executive leader, financial advisers Kate ... |
| | | ... two-year reform to enable scalable advice to help Australians through this period of economic uncertainty," it said. "Scaled advice would be documented through a Record of Advice and allow a client to seek advice on a specific subject, such as the impact ... |
| | | ... about the human interaction with an adviser and want to know they're on the right path. Compass navigators want scaled advice with low fees and often worry about money. They have tight budgets and haven't built wealth. Their relationships with advisers ... |
| | | ... been met. If not, advisers will have to work out a "practicable" timeframe to do so. 7. How the code applies to scaled advice FASEA said it is not seeking to prohibit scaled advice. But, advisers must consider the longer-term requirements of the client ... |
| | | ... FASEA. The code has too many areas of uncertainty: Patterson argues there is not much left uncertain. The code makes scaled advice very difficult: Advice may be scaled when it is in the client's interest, he explained. Standard 2 will increase the cost ... |
| | | ... files from 28 AFSLs providing advice on behalf of 21 super funds. This included a mix of intra-fund advice (14%), scaled advice (29) and comprehensive advice (57%) but did not include general advice. Industry funds provided 128 files; 59 files came from ... |
| | | ... advocate for changes to Standard 3 and further guidance across the board, in particular with respect to Standard 7 and scaled advice," Kewin said. Kewin's FPA counterpart Dante De Gori agreed, but said ASIC's facilitative compliance approach didn't excuse ... |
| | | ... comprehensive advice is not needed by all members," Scheerlinck said, "The need to be able to offer cost-effective scaled advice is fundamental, particularly given research that has shown that Australians express a preference for piece-by-piece advice ... |
| | | ... financial advice sector's business model need to change. We are leading by example and we were one of the first scaled advice businesses to reset pricing," Benbow said. |
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