Search Results | Showing 1 - 10 of 164 results for %22Scaled Advice%22 |
| | ... the transactions that took place in 2023, the number of investors taking a minority or majority equity stake in scaled advice practices has increased. "This area of the market is growing as consolidation in the sector continues and large-scale advice ... |
| | | ... client and acted in a way that was misleading or deceptive or likely to mislead or deceive the client". Rogers' scaled advice approach advice was deemed inappropriate. Rogers made an "investment opportunity" recommendation to the client that was not ... |
| | | ... be better off with financial advice. This represents an opportunity for financial advisers to offer more affordable and scaled financial advice to young Australians." The asset manager's analysis further illustrated that almost 250,000 Australians ... |
| | | ... on December 7. The Delivering Better Financial Outcomes report sets out a number of changes that include offering better scaled or limited scope advice, and introducing a new class of "qualified advisers" who can offer simple personal advice but not ... |
| | | ... extremely likely to confuse consumers." While the FAAA welcomed some of the other inclusions, like greater support for scaled advice, replacing the Statement of Advice, and the removal of the Safe Harbour steps, it said this second tranche has it reconsidering ... |
| | | ... client's best interests will remain. Nevertheless, the revised standard will offer more explicit legislative backing for scaled or limited-scope advice, provided it aligns with the client's objectives and needs and in situations where the advice ... |
| | | ... asset finance broking, novated leasing, and insurance broking. Additionally, COG said it remains focused on building a scaled company in retail funds management. "The strategic rationale for the acquisition of the CAF interest is that it builds on the ... |
| | | ... integrating risk advice. The partnership also aims to produce actionable insight and practical tools that can later be scaled to broader adviser communities, the firms explained. Risk Hub, a platform curating resources to streamline risk advice, said ... |
| | | ... Unlike Creativemass and Advice Intelligence, Garret said Six Park is "definitely not in voluntary administration" but has "scaled back the staff and ceased the service as currently deployed" and is open to redeploying the application to the right acquirer ... |
| | | ... big believers that there are diseconomies of scale in the advice industry. The larger you get, the more commoditised and scaled your offering is, and the worse the client outcomes," he said at the time. The firm has four key offerings: tax advice and ... |
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