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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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The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...