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Showing 71 - 80 of 129 results for "Scaled Advice"

Planners not meeting SMSF trustee demands

JAMES FERNYHOUGH  |  WEDNESDAY, 19 FEB 2014
... group participants expressed concern that planners did not have sufficient SMSF-specific expertise, and said more scaled advice was needed. They also said the number one quality they look for in a planner is the ability to offer strategic investment ...

Sinodinos defends "speedy" FoFA legislation

ALICE URIBE  |  FRIDAY, 31 JAN 2014
... opt-in requirement, streamlining the annual fee disclosure requirements, amending the best interest duty to allow for scaled advice, exempting general advice from conflicted remuneration; and amending grandfathering to allow for adviser movements. Sinodinos ...

FoFA reforms put professional standards at risk: Ripoll

LAURA MILLAN  |  THURSDAY, 30 JAN 2014
... opt-in requirement, streamlining the annual fee disclosure requirements, amending the best interest duty to allow for scaled advice, exempting general advice from conflicted remuneration; and amending grandfathering to allow for adviser movements. Ripoll ...

Government releases FoFA draft legislation

ALICE URIBE  |  WEDNESDAY, 29 JAN 2014
... opt-in requirement, streamlining the annual fee disclosure requirements, amending the best interest duty to allow for scaled advice, exempting general advice from conflicted remuneration; and amending grandfathering to allow for adviser movements. According ...

Fears to FoFA amendments "overplayed": AFA

LAURA MILLAN  |  WEDNESDAY, 22 JAN 2014
... added that "in no circumstances can this obligation be avoided." Removing this step "will make it easier to deliver scaled advice, scoped to a consumer's area of need - which will make financial advice more affordable and accessible." Fox said that the ...

Government releases FoFA amendments

LAURA MILLAN  |  FRIDAY, 20 DEC 2013
... 2013 clients." The government will also modify the best interest duty "to explicitly allow for the provision of scaled advice." "The changes will enable advisers to agree on the scope of advice to be provided with their clients, whilst ensuring that ...

Advisers still servicing few wealthy clients

LAURA MILLAN  |  MONDAY, 25 NOV 2013
... room for opportunity," BlackRock managing director Mark Oliver told Financial Standard. "New developments such as scaled advice will make it easier for advisers to provide specific advice on specific issues to more people," he added. He also highlighted ...

COIN updated software focuses on scaled advice

LAURA MILLAN  |  FRIDAY, 11 OCT 2013
Financial planning software COIN has released its latest version, which upgrades its scaled advice capabilities following the complete integration with Provisio. COIN, which is owned by Rubik Financial, aims at providing advisers with a comprehensive ...

Government must lift annuities impediments: ASFA

JAMES FERNYHOUGH  |  WEDNESDAY, 9 OCT 2013
... payment, and more uniform assessment of new post-retirement products. Other areas covered were: the development of scaled advice operating guidelines; amendments tax treatment for deferred annuities; and permitting trustees of a self-managed super fund ...

ISA asks for scaled, affordable advice

LAURA MILLAN  |  FRIDAY, 4 OCT 2013
Industry Super Australia (ISA) has asked the Government to encourage scaled advice within the industry superannuation funds. In a document outlining the organisation's policy priorities for the period from 2013 to 2016, ISA stated that "financial advice ...