The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 1 - 10 of 100+ results for "Scaled Advice"|
|... launched due to effective technology playing an increasingly critical role for advisers to deliver more efficient and scaled advice to their clients. "Vanguard is excited to add to our digital toolkit for advisers, which also includes our popular portfolio ...|
|... Promoting access to affordable advice for consumers, with many stakeholders pushing for expanding the constraints of scaled advice. Forman said there is currently a lack of clarity around this "collectively charged model", seeing many licensees erring ...|
|... financial advice, closed on January 18. One issue ASIC is delving into is terminology and the best way to refer to scaled advice, and if it should be changed to limited advice or transactional advice. ASIC found that the average cost of comprehensive ...|
|... incorporating things such as FASEA obligations," she said. What makes advisers and licensees cautious, she said, is that scaled advice is open to interpretation under FASEA and ASIC's own regulation and can be reinterpreted by the Australian Financial ...|
|... Investments Commission (ASIC) is calling on financial advisers to provide feedback to its consultation paper on affordable scaled advice. As previously announced last month , ASIC's latest consultation paper, Promoting access to affordable advice for ...|
|BT has proposed changes to its Wealth Connect business which could see at least 38 roles become redundant, as Westpac continues to review its wealth platform, superannuation, investments and insurance businesses. BT's Wealth Connect team provides ...|
|... Investments Commission is conducting a review of life insurance advice and plans to consult with the industry on scaled advice this year. Speaking at the Association of Financial Advisers Conference, ASIC senior executive leader, financial advisers Kate ...|
|... two-year reform to enable scalable advice to help Australians through this period of economic uncertainty," it said. "Scaled advice would be documented through a Record of Advice and allow a client to seek advice on a specific subject, such as the impact ...|
|... about the human interaction with an adviser and want to know they're on the right path. Compass navigators want scaled advice with low fees and often worry about money. They have tight budgets and haven't built wealth. Their relationships with advisers ...|
|... been met. If not, advisers will have to work out a "practicable" timeframe to do so. 7. How the code applies to scaled advice FASEA said it is not seeking to prohibit scaled advice. But, advisers must consider the longer-term requirements of the client ...|
IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services.
Link Group is now exploring the possibility of listing PEXA despite recently flagging there was strong interest from other parties in buying the property settlement platform.
PIMCO has named a new lead for its Asia Pacific business as part of an executive shuffle announced overnight.
Even before the COVID-19 vaccine arrived in Australia, it was clear we were returning to pre-pandemic normality, and latest stats back this.
|Brought to you by|
|Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.|