QUALITY OF ADVICE REVIEW

Financial planning

Digitised financial advice solutions will continue enabling the mass-scale provision of advice from superannuation funds and allow new entrants to join the market, GBST’s...

Financial planning

Two of Australia’s largest licensees believe the removal of the safe harbour steps will have the greatest impact on advisers, but believe a new name is needed for the pro...

Financial planning

Doubt has been cast on whether Minister for Financial Services, Stephen Jones, will be able to progress the Delivering Better Financial Outcomes reforms within a year....

Financial planning

While the FSC largely supports the final tranche of Delivering Better Financial Outcomes reforms, the FAAA is “deeply concerned” about possible negative implications of t...

Financial planning

Minister for financial services, Stephen Jones, has unveiled the final tranche of his Delivering Better Financial Outcomes reforms with a focus on banks, simpler document...

Financial planning

Three major changes have been announced in the latest Delivering Better Financial Outcomes reforms regarding how advisers provide and document advice to their clients....

Financial planning

While the Quality of Advice Review is expected to positively impact financial adviser numbers, Rainmaker’s new projections underline the continuous challenge they face to...

Financial planning

The government has released the first consultation on its Delivering Better Financial Outcomes reforms, focused on removing regulatory red tape....

Financial planning

The government’s response to the Quality of Advice Review has been ranked by Ensombl as the number one issue discussed among financial advisers with advisers keen for mor...

Financial planning

The chief executives of AMP and Insignia have shared their thoughts on how regulatory and technological developments can help a largely underserved “middle Australian” po...

Financial planning

Guideway Financial Services has announced a new AI avatar paraplanning service which can present advice to clients, and is in talks with super funds about expansion....

Financial planning

Despite misconceptions that paraplanners solely write SOAs, two industry experts believe they will become more involved in the advice delivery process as QAR recommendati...

Financial planning

Draft legislation on the first stream of the Quality of Advice Review reforms is expected to be released 'within weeks', according to Minister for Financial Services, Ste...

Financial planning

With the industry currently sitting at some 15,679 advisers, Wealth Data has crunched the numbers to find the business model witnessing the most departures in the calenda...

Financial planning

The Financial Services Council has noted the “enhanced risk” that comes from implementing changes to financial advice legislation simultaneously with the Quality of Advic...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

3 weeks 3 days ago

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

4 weeks 1 day ago

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

1 month ago

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

1 week 1 day ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

4 days 9 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 days 13 hours ago