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QUALITY OF ADVICE REVIEW
Financial planning
The idea of doing away with Statements of Advice is misguided, according to an advice consultancy, and advisers should instead consider how they can capture clients’ atte...
Features
Former commandos Warren Loudon and David Vaughan launched their financial planning firm with the goal of “providing life changing advice to good people.”...
Financial planning
Michelle Levy is expecting to see a rise in digital tools as she believes it is unnecessary for all advice to be provided to consumers by a financial adviser....
Financial planning
The Stockbrokers and Investment Advisers Association believes the Quality of Advice Review proposals classifying broker research as personal financial advice will have ne...
Financial planning
Treasury has confirmed the next stage for the Quality of Advice Review will be a proposal paper which will be issued within weeks and seek adviser feedback....
Financial planning
The Advisers Association says it is “extremely unfair” that well-qualified, experienced, professional advisers have to go through more hoops than finfluencers to provide ...
Editorial
Multiple individual advisers have made submissions to the Quality of Advice Review, providing a valuable ‘ground level’ insight of the profession. ...
Financial planning
Individual submissions to the Quality of Advice Review have found financial advisers around the country are in dispute as to whether financial technology could help to re...
Financial planning
Adding personal advice to Centrelink’s bulk billing framework is among recommendations put to the Quality of Advice Review by a founding member of the Financial Planning ...
Financial planning
Australia’s strict regulatory definitions are hampering its development of financial advice versus other markets such as the US and UK, according to Vanguard....
Features
The major associations have collectively thrown their weight behind a joint submission to the Quality of Advice Review, Liam Cormican writes, arguing for a more consumer-...
Expert Analysis
Research is finding that demand for advice is rising amid a world of rising interest rates and presenting opportunities for those who remain in the industry, writes Neil ...
Financial planning
Five issues have been highlighted by the financial advice organisations as priorities for the Quality of Advice Review to improve....
Financial planning
The financial advice profession needs more certainty on how the Australian Financial Complaints Authority will judge a complaint, says the Association of Financial Planne...
Financial planning
The Stockbrokers and Investments Advisers Association has defended the title of ‘general advice’ and warned investors may ignore material described as ‘information’, in i...
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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....