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SCALED ADVICE
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
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....