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Showing 81 - 90 of 1217 results for "Comprehensive"

FPA, SMSFA launch specialist pathway

CHLOE WALKER  |  THURSDAY, 2 FEB 2023
... designation, who will be exempt from completing the nine standard education modules. Instead, they will receive comprehensive learning materials and have access to optional virtual drop-in sessions after enrolling in the program. They can also sit the ...

Mixed outlook for paraplanning: Study

ANDREW MCKEAN  |  FRIDAY, 20 JAN 2023
... of advice, KPMG research commissioned by the Financial Services Council (FSC) found the average cost of providing comprehensive advice is $5335 per client. Some paraplanners believe the cost of advice can be attributed to the SoA or paraplanning itself. ...

We're doing a huge amount: Aware Super

CASSANDRA BALDINI  |  WEDNESDAY, 18 JAN 2023
... investing considerable resources on building out our digital, broadening our intra-fund offerings, and our face-to-face comprehensive advice," she explained. "We're investing significantly in each area so members can access us in different ways ...

Strengths and weaknesses in DC systems: Comparison

ANDREW MCKEAN  |  FRIDAY, 13 JAN 2023
... deficit of competition in the recordkeeping market," Pilger said. "On the Australian side, its greatest asset is its comprehensive coverage of the workforce through mandates. Americans don't seem to like mandates, which has resulted in a lingering ...

World Bank warns of a sharp global growth decline

ANDREW MCKEAN  |  WEDNESDAY, 11 JAN 2023
... circumstances but they always start with establishing sound fiscal and monetary policy frameworks and undertaking comprehensive reforms in the investment climate."

CBA increases Countplus indemnity to $520m

ANDREW MCKEAN  |  THURSDAY, 8 DEC 2022
Commonwealth Bank of Australia (CBA) has increased the limit of indemnity provided to Countplus, from $300 million to $520 million. CBA said the purpose of the increased limit was to cover certain remediation activities that were identified at the time ...

UK regulator looks to simplify advice

JAMIE WILLIAMSON  |  FRIDAY, 2 DEC 2022
... fees to be paid in instalments. Under the new regime - which would run alongside the current, regulated realm of comprehensive advice - the level of qualification required to provide advice on mainstream products would be reduced and the client fact ...

Millions of retirees will benefit from QAR

CASSANDRA BALDINI  |  TUESDAY, 29 NOV 2022
... of information, available products, and good advice to individuals. "Particularly those who are unable to afford comprehensive advice including, shift superannuation fund tools, calculators and retirement estimates towards offering consumers more choices," ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
... better off in retirement compared to those that don't. From a sample of over 100,000 members, some of which received comprehensive advice, Aware Super found those that did receive advice had an average of 22% more in their super account, or about $150,000 ...

Fortnum launches new adviser support service

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... diagnostic to gain a clear understanding of a firm's structure, financial position, and health. The stage includes a comprehensive review of a business' fundamental components. Businesses are assessed on 128 criteria, which are each rated from weak to ...