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QUALITY OF ADVICE
Financial planning
Sharing his reasoning in joining the FSC board, WT Financial managing director, Keith Cullen, believes “product and advice cannot be separated” from each other in the cur...
Financial planning
Three things are missing from the government’s formal response to the QAR, according to the FAAA’s Phil Anderson, while a panel has shared why they believe the QAR should...
People & Products
The firm is set to launch its Adviser Portal in the first half of the year and has worked with a group of advisers to determine how the service can best support them. ...
Editorial
After seven weeks of waiting, the final report of the Quality of Advice Review was released in early February, prompting eager reading by the advice industry....
Outsider
Like most of the financial advice industry, Outsider has spent the week reading through the final report of the Quality of Advice Review. ...
Financial planning
The independent chair of the QOA Review has called for the removal of 'onerous' ongoing fee disclosure obligations....
Financial planning
Financial advisers could be required to comply with a ‘good advice duty' if the Albanese Government accepts the fourth recommendation of the Quality of Advice Review....
Financial planning
The long-awaited recommendations of the Quality of Advice Review include replacing the existing best interest duty with a 'true fiduciary' alternative. ...
Financial planning
In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements....
Financial planning
With more financial advisers exiting and rising costs creating greater inaccessibility, Michelle Levy recommends digital advice as a tool to improve access and efficiency...
Financial planning
Praemium CEO, Anthony Wamsteker, is confident banks and super funds won’t be able to get away with poor or conflicted financial advice despite Quality of Advice recommend...
Superannuation
Superannuation trustees should be permitted to provide personal advice to members, according to recommendations handed down under the final report of the Quality of Advic...
Financial planning
Rushed commencement of measures that require systemic changes could “lead to errors”, according to Michelle Levy, but others such as advice from superannuation funds coul...
Financial planning
From Statements of Advice to digital advice to superannuation, what does the final QOA report say about five key financial advice issues?...
Financial planning
As the financial advice industry awaits the Government’s response to the Quality of Advice Review, Ignition Advice is hoping for a proper reset of the rules around digita...
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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....