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INTRAFUND ADVICE
Financial planning
Legalsuper has signed up to a new intrafund advice delivery deal with major administrator, Link....
People & Products
The offering is a phone-based conversation to cover super contributions, insurance, and investments for AMP’s Super Directions Fund members....
Financial planning
The word ‘advice’ should be extracted from intrafund, general, and robo because they are really just providing information....
Financial planning
Removing the term ‘general advice’ and renaming intrafund advice and robo-advice to intrafund information and robo information would help reduce the cost of financial adv...
Financial planning
QSuper has confirmed it is considering allowing the deduction of advice fees from member accounts by external advisers....
Financial planning
One of Australia’s largest industry superannuation funds has confirmed it actually directly charges members who access intrafund advice....
Financial planning
A major industry superannuation fund has revealed how it brought comprehensive financial advice in-house and outsourced the provision of intrafund advice to Mercer via an...
Financial planning
Intrafund advice must be seen to leave clients better off or it will likely fail best interests, according to the Australian Securities and Investments Commission....
Financial planning
One of Australia largest corporate superannuation outsourcing providers, Mercer, has revealed the cost of delivering intrafund advice....
Financial planning
A key parliamentary committee has received more evidence about how industry superannuation funds are delivering financial advice and what it cost. ...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....