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SCALED ADVICE

Financial planning

Small and mid-sized advice practices have indicated they feel unprepared to scale up their practices, according to Zenith, but admit it will likely have a positive impact...

Financial planning

Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpack...

Financial planning

One of the key benefits of scale for advice businesses is the ability to invest, particularly in technology, according to Easton....

Financial planning

A “cut down” version of advice will cost as much as holistic advice and the industry needs services for those who cannot afford advice that do not involve personal circum...

Features

COVID-19 has been a catalyst for technological change in the industry but, Chris Dastoor writes, a major issue remains in how technology can address the accessibility of ...

Life/Risk

Scaled advice may reduce the cost of advice, but in the case of life/risk insurance, it may not adequately cover the best interests duty for the client....

Financial planning

The Australian Securities and Investments Commission has been accused of misunderstanding the rules of scaled advice when it comes to the work undertaken by stockbrokers....

Financial planning

The Australian Securities and Investments Commission has framed intra-fund advice in the same context as scaled advice....

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

6 days 7 hours ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 week 6 days ago

So we are now underwriting criminal scams?...

6 months 2 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

1 week 1 day ago

Libby Roy has been appointed as an independent non-executive director on the board of AZ NGA....

4 weeks 1 day ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks ago