Industry says ‘concerns were heard’ with QAR response

quality of advice review QAR vanguard FSC insignia financial Sarah Abood

| By Rhea Nath |

The government has announced it will adopt the bulk of Quality of Advice Review recommendations, which has been largely welcomed by industry bodies.

AUTHOR

Rhea Nath

Rhea L Nath is a journalist at Money Management. She has previously worked as a business reporter with Dynamic Business and journalist in the multicultural media with Indian Link Media Group. In 2022, she was named Young Journalist of the Year at the NSW Premier’s Multicultural Communications Awards.

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What’s inside the government’s formal QAR response?

quality of advice review Michelle Levy QAR

| By Laura Dew |

Financial planning

The government has issued its formal response to the Quality of Advice Review, covering removing regulatory red tape, expanding access to retirement income advice and exploring new advice channels.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Super funds to benefit in QAR response

Superannuation Association of Superannuation Funds of Australia quality of advice review

| By Laura Dew |

Financial planning

Superannuation funds are expected to be the big winners in this year’s Quality of Advice Review as Association of Superannuation Funds Australia deputy chief executive, Glen McCrea, welcomes the formal response.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Industry panel hopeful of role for banks to close advice gap post-QAR

banking Superannuation quality of advice review CFS HUB24 abrdn

| By Laura Dew |

Financial planning

A panel of industry experts believe there is a role for banks to play in providing advice but are expectant of the Quality of Advice review‘s recommendations focusing on superannuation funds.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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What does EOFY have in store for advisers?

end of financial year EOFY financial advice social security superannuation funds

| By Jasmine Siljic |

Editorial

With the end of financial year around the corner, maximising concessional super contributions and 2024 tax planning will be on advisers’ minds.

AUTHOR

Jasmine Siljic

Jasmine Siljic is a journalist at Money Management. Prior to joining MM, she also worked across other Momentum Media brands as an intern and cadet journalist. She recently completed a Bachelor of Media and Communications at Macquarie University.

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Count taps private equity specialist for board

Count Financial private equity M&A wealth management

| By Laura Dew |

People & Products

Count has appointed a private equity specialist to its board as a non-executive director, indicating further acquisitions could be on the horizon.

AUTHOR

Laura Dew

Laura Dew is editor at Money Management. Prior to joining MM, she spent five years working at Investment Week in the UK, covering asset and wealth management.

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Over 170 advisers have faced disciplinary action since 2015

ASIC Wealth Data ASIC bans

| By Rhea Nath |

Financial planning

New analysis from Wealth Data has revealed that some 175 advisers have been affected by disciplinary actions over the last nine years.

AUTHOR

Rhea Nath

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Insignia investors allege they were misled over insider trading claims

insignia financial IOOF class action court

| By Staff |

Financial planning

The first week of the Insignia Financial class action case has seen allegations of misconduct, insider trading, front running and failures to manage conflicts of interest.

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Staff numbers down and profitability up at advice firms

technology Business Health profitability

| By Rhea Nath |

Financial planning

With advice practices recording a slight uplift in profitability after years of decline, Business Health has outlined five key trends contributing to the change.

AUTHOR

Rhea Nath

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Federal Court winds up unregistered MIS and disqualifies director

ASIC managed investment scheme

| By Rhea Nath |

Financial planning

An unlicensed financial adviser, Monica Kaur, has been permanently restrained from carrying on a financial business and her unregistered managed investment has wound up by the Federal Court.

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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...

Adviser sees registration suspended over ROA usage

3 weeks 5 days ago

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

Adviser sees registration suspended over ROA usage

1 month ago

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

AZ NGA makes first acquisition post-Oaktree deal

1 month ago

Industry says ‘concerns were heard’ with QAR response

AUTHOR

Rhea Nath

Rhea 's social profiles:

What’s inside the government’s formal QAR response?

AUTHOR

Laura Dew

Laura 's social profiles:

Super funds to benefit in QAR response

AUTHOR

Laura Dew

Laura 's social profiles:

Industry panel hopeful of role for banks to close advice gap post-QAR

AUTHOR

Laura Dew

Laura 's social profiles:

What does EOFY have in store for advisers?

AUTHOR

Jasmine Siljic

Jasmine 's social profiles:

Count taps private equity specialist for board

AUTHOR

Laura Dew

Laura 's social profiles:

Over 170 advisers have faced disciplinary action since 2015

AUTHOR

Rhea Nath

Rhea 's social profiles:

Insignia investors allege they were misled over insider trading claims

AUTHOR

Staff numbers down and profitability up at advice firms

AUTHOR

Rhea Nath

Rhea 's social profiles:

Federal Court winds up unregistered MIS and disqualifies director

AUTHOR

Rhea Nath

Rhea 's social profiles:

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