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Showing 81 - 90 of 134 results for "Scaled Advice"

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 ...

IFS to triple adviser numbers in 3 years

LAURA MILLAN  |  FRIDAY, 30 AUG 2013
... people in advice and it will probably be through marketing activities and providing different sorts of advice such as scaled advice, online or by phone." "I am confident that the demand for advice will grow over the next four years," Danaher said.

FoFA FDS uncertainty remains

LAURA MILLAN  |  MONDAY, 12 AUG 2013
... expects to get back to them as soon as the new Government is elected. The FPA also plans to lobby for more clarity on scaled advice and the best interest duty.

Provisio launches free online trial for IFAs

ALICE URIBE  |  THURSDAY, 8 AUG 2013
Small-to-medium enterprises and IFAs will now have access to Provisio Technologies' (Provisio) online scaled advice system via a free online trial. Prior to this the financial advice technology firm's advice tools had been used by major superannuation ...

Scaled advice to shape industry future

LAURA MILLAN  |  TUESDAY, 23 JUL 2013
The Future of Financial Advice (FoFA) reforms will bring an increase of demand for scaled advice over the long term and the cost of advice will go down, Rice Warner research commissioned by Industry Super Network (ISN) found. The report based on modelling ...

Coalition confirms plans for FoFA amendments

LAURA MILLAN  |  TUESDAY, 9 JUL 2013
... of the best interest duty. The Coalition also wants to provide certainty around the provision and availability of scaled advice and to refine the ban on commissions on risk insurance inside superannuation. "The Coalition will amend the legislation to ...