QUALITY OF ADVICE REVIEW

Policy & Regulation

The release of ALRC’s final report into financial services legislation has highlighted financial advice as a “significant” focus as it seeks to reduce costs and help advi...

Features

With a raft of Treasury consultations announced last year, Money Management examines their progress through Parliament and which could pass this year. ...

Financial planning

The FAAA has called for APRA to update the sole purpose test to reflect changes under the Quality of Advice Review for super funds to provide advice....

People & Products

As the year comes to a close, Money Management has collated the top 10 most read stories of 2023 – from super fund performance to financial advice reforms....

Financial planning

The incoming tax increase for clients with superannuation balances exceeding $3 million will remain a key topic for financial advisers and their clients in 2024, accordin...

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...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

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

1 month 4 weeks ago

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

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 3 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 2 days ago

The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....

1 month ago