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

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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

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

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

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

5 days 14 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 3 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 1 day ago