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Showing 31 - 40 of 69 results for "Comprehensive Advice"

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... circumstances and objectives of each client with the realities of financial markets, so that advisers can offer more comprehensive advice. AdviserLogic will remain Morningstar's core financial planning offering in Australia. PlanPlus Global founder and ...

Non-compliant personal advice rife at super funds: ASIC

JAMIE WILLIAMSON  |  TUESDAY, 3 DEC 2019
... 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 retail funds; 30 files were ...

AIST finds issues with FASEA code

ELIZABETH MCARTHUR  |  MONDAY, 25 NOV 2019
... would likely "act as a powerful disincentive" to a member seeking advice. "It also does not recognise that comprehensive advice is not needed by all members," Scheerlinck said, "The need to be able to offer cost-effective scaled advice is fundamental ...

Super funds eye intra-fund advice shake-up

KARREN VERGARA  |  FRIDAY, 15 MAR 2019
... on what those changes will look like. IFS works with about 13 super funds, providing scaled, intra-fund or comprehensive advice. "I don't think there is a fund that we work with that would say, 'we have a gold standard advice model.'" Most ...

CBA advice failures unacceptable: Comyn

DARREN SNYDER  |  FRIDAY, 13 APR 2018
... package they paid for. CBA then worked with independent experts, Deloitte and EY, to develop and implement a comprehensive Advice Fee Refund program covering the period 2007 to 2015, which involved reviewing about 62,000 customer files. CBA chief executive ...

Industry fund introduces chief customer role

JAMIE WILLIAMSON  |  TUESDAY, 20 MAR 2018
... offering had grown 20% year on year, proving particularly popular among younger members. Meanwhile, demand for comprehensive advice rose 15% over the same period.

2018: The year of scaled advice

JAMIE WILLIAMSON  |  TUESDAY, 27 FEB 2018
... expects the trend to continue, anticipating the volume of appointments for scaled advice to overtake that of comprehensive advice this year. Comprehensive advice still remains popular, with the super fund seeing a 15% rise in members requiring an in-depth ...

Financial advice crucial to industry fund members: Cbus

JAMIE WILLIAMSON  |  MONDAY, 8 JAN 2018
... through its partnership with the FPA. Members of Cbus can engage a Certified Financial Planner (CFP) for comprehensive advice, with Cbus head of advice and retirement Greg Harper saying it is now more important than ever for superannuation funds to offer ...

IRESS strikes advice platform partnership

DARREN SNYDER  |  MONDAY, 14 AUG 2017
... adoption of Prime further extends IRESS' technology partnership with ClearView, which relies on IRESS for its comprehensive advice platform and back-office (XPLAN), and superannuation platform (Acurity). IRESS managing director for wealth management ...

Midwinter unveils new financial tool

JAMIE WILLIAMSON  |  FRIDAY, 26 MAY 2017
... Midwinter's public calculator API to produce their own suite of calculators to generate the same scaled and comprehensive advice produced by AdviceOS. Midwinter managing director Julian Plummer said the calculators have been developed with various 'calls ...