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STATEMENT OF ADVICE
Financial planning
The industry needs to simplify the way it presents advice to clients as statements of advice can increase anxiety for consumers and does not build trust, according to a p...
Financial planning
The Government is looking to help condense and automate some approvals, and consents advisers need for clients to reduce costs and increase the quality of advice, accordi...
Financial planning
The Financial Services Council is pushing a scaled advice model to help offset the exodus of advisers....
Financial planning
The corporate watchdog has announced three temporary relief measures to help consumers receive affordable and timely financial advice during the COVID-19 pandemic....
Financial planning
Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory oversight with the cost of generating a statement of adv...
Financial planning
It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....
Financial planning
The Financial Planning Association has created a guide to help planners digitally evolve their statements of advice....
Financial planning
ASIC said Kyle Marshall did not understanding the meaning of personal advice and did not act in his clients’ best interest....
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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...