Search Results | Showing 41 - 50 of 164 results for %22Scaled Advice%22 |
| | | ... 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. |
| | | | Close to 50% of financial advice firms plan to adopt scaled advice technology within the next two years. This is a key finding of the latest AdviceTech report from Netwealth, examining 330 advice firms. According to the report, 47.3% of the firms examined ... |
| | | | ... banking income in the half-year ending December 2018. Of this, CommSec Advisory is a very small part. It provides scaled advice on equities. The business is separate from CommSec Adviser Services (CAS) which provides financial planners and accountants ... |
| | | | ... been somewhat challenging to agree 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 ... |
| | | | ... management. IRESS managing director, superannuation Jeff Hall said the solution can also be coupled with WA Super's use of scaled advice solution XPLAN Prime. Using one technology provider for the digital advice solution reduces risks associated with ... |
| | | | ... delivers on our commitment to innovation, giving advisers the ability to use artificial intelligence to deliver scaled advice, bringing huge efficiency gains," PractiFI chief executive Glenn Elliott said at the time. Midwinter entered into a strategic ... |
| | | | ... Financial Standard readers, the publication's latest spot poll shows. Overall, the exam's content, structure and 65% scaled pass score as proposed by the Financial Adviser Standards and Ethics Authority (FASEA) is deemed fair and reasonable ... |
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