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QUALITY OF ADVICE REVIEW
Financial planning
The Association of Independently Owned Financial Professionals has shared insights from its meetings with the Treasury regarding the Quality of Advice Review, where it st...
Editorial
Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness....
People & Products
DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital. ...
Financial planning
ASIC Commissioner Danielle Press confirmed the regulator has been in touch with Treasury on how differing ‘reasonable minds’ could agree on a common ground in Levy’s reco...
Editorial
Around a year in the making, the Quality of Advice Review continues to divide an industry looking for meaningful reform. ...
Financial planning
Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state this is ‘the time for bravery’...
Financial planning
Data from the QOA’s adviser survey, used to inform the review, has revealed a snapshot of Australia’s adviser landscape, their views and the shape of their businesses. ...
Financial planning
In her recommendations in the Quality of Advice Review, Michelle Levy has stayed the course to do away with Statement of Advice requirements....
Editorial
There’s room for improvement with advice documents and advisers have made suggestions that could save time and effort while enhancing consumer comprehension....
Financial planning
The Joint Association Working Group (JAWG) has written an open letter to the financial services minister Stephen Jones stating the QOA must avoid “easy wins”....
Financial planning
Despite over 12,000 financial advisers leaving over the last four years, Adviser Ratings reveals that almost a quarter are thinking of following suit in 2023....
Financial planning
Despite changes enforced by the Hayne Royal Commission, the current prescriptive model has detrimentally affected the quality of advice provided to consumers, according t...
Financial planning
Phil Anderson, CEO of the Association of Financial Advisers, is hopeful the Government will embrace the ‘brave’ ideas put forward by Michelle Levy in the Quality of Advic...
Financial planning
Adviser Ratings has provided a closer look at some of the themes expected to dominate the advice industry this year....
Editorial
2022 has been a unique year where advisers have been able to share their views and thoughts on how the industry should be shaped going forward....
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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....