Search Results | Showing 71 - 80 of 164 results for %22Scaled Advice%22 |
| | | ... to its standard self-directed offering, Spring FG said mysuper247 trustees and members would have access to both one-off scaled-advice and one-off or ongoing personal advice and recommendations. "Whether seeking specific advice on insurance or portfolio ... |
| | | | ... the ability to support the new generation of multi-advice applications. Decimal was awarded best superannuation scaled advice application for its superannuation intra-fund advice technology, with Infocus Platformplus awarded the 2015 innovation award ... |
| | | | ... prefers to speak with an adviser on an ad-hoc basis, revealing an opportunity for Advisers to develop a wider range of scaled advice packages. Tim Hewson, national partnership manager, residential and wealth at ING Direct said: "This presents some interesting ... |
| | | | ... and our product development program is being strongly received by clients and end users. In 2016 we will launch Prime for scaled-advice and further updates to XPLAN that immediately reflect this." |
| | | | ... 2013 clients; and the repeal of the opt-in requirement. The bill repeals changes to the best interests duty and scaled advice, the execution only provision, changes to allow the payment of mixed benefits; and the general advice exemption relating to ... |
| | | | ... lowering the cost of services, educating consumers and increasing the amount of people receiving advice through scaled advice," Macaulay said. "But the sector needs to improve the compliance and record keeping. There is also the potential for large scale ... |
| | | | ... Life Insurance Advice Checklist. The insights in the guide apply whether life-risk advice is given as limited (staged or scaled) or comprehensive advice. Rantall said a well-defined value proposition for life insurance advice was rarely confined to a ... |
| | | | ... The new taskforce is examining the adequacy of compensation arrangements, algorithms and the interaction between scaled advice and the best interest duty. "We have observed that some start-up businesses may offer a specific or scaled advice service-for ... |
| | | | ... Standard in May, AdviceOS is a holistic digital advice solution, which enables clients of AFSLs to self-process simple scaled advice tasks based on specific investment objectives or broader "life goals". Goals and outcomes are then represented visually ... |
| | | | ... through multiple channels - including online, phone and face-to-face - and different structures, such piecemeal, scaled advice, intra-fund advice and holistic advice. "This survey indicates that the not-for-profit sector is shaping up to be a very significant ... |
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