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RECORD OF ADVICE
Financial planning
After an adviser received a warning from the FSCP about their Record of Advice usage, when is the correct time for it to be used with clients?...
Financial planning
The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...
Financial planning
The corporate regulator has released guidance on how advisers should be giving records of advice provided under the temporary COVID-19 relief measure....
Financial planning
The relief measure allowing advisers to provide a record of advice rather than a statement of advice to clients that needed advice due to the impact of COVID-19 has been ...
Financial planning
The cost of delivering advice could be reduced for both advisers and superannuation funds if the Australian Securities and Investments Commission delivered a templated re...
Financial planning
The Financial Services Council is pushing a scaled advice model to help offset the exodus of advisers....
People & Products
Almost six months after BT Financial Group revamped its pricing structure for BT Panorama, the company has announced that the platform has reached $13 billion in funds un...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...