Associations divided on impact of Jones’ QAR advice reforms

FPA QAR quality of advice review financial services council FSC Blake Briggs insignia financial renato mota

While the FSC largely supports the final tranche of Delivering Better Financial Outcomes reforms, the FAAA is “deeply concerned” about possible negative implications of the new ‘qualified adviser’ term.

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Founding member leaves as AFCA appoints replacement

AFCA boards complaints

The Australian Financial Complaints Authority has welcomed a new member to its independent board as it announces the departure of a founding member.

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Relative Return: Navigating the ETF space

Podcast Relative Return

In this episode of Relative Return, James Harwood, senior portfolio manager at Russell Investments, joins host Phil Tarrant to discuss the burgeoning ETF space and how the asset class can form part of an investment portfolio.

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New look for advice documentation as SOAs scrapped

statements of advice quality of advice review Stephen Jones Best Financial Interests Duty

Unveiling the final tranche of Delivering Better Financial Outcomes, Minister for Financial Services, St

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Jones unveils final QAR reforms

Stephen Jones quality of advice review treasury financial advice statement of advice banks

Minister for financial services, Stephen Jones, has unveiled the final tranche of his Delivering Better Financial Outcomes reforms with a focus on banks, simpler advice documentation and a new type of 'qualified adviser'.

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Coastal Advice Group acquisitions bring FUM to $1bn

financial advice M&A NSW

The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia.

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Bravura appoints APAC and EMEA CEOs

Bravura ceo APAC Software

Financial software firm Bravura has appointed two chief executives for the Asia Pacific and EMEA regions.

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How to ‘supercharge’ an advice business

AZ NGA M&A mergers and acquisitions

This CEO believes an “army of large, corporatised super firms” is the future of financial advice as he feels small-to-medium practices struggle to offer a compelling advice proposition.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

1 month ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

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Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

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