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STATEMENTS OF ADVICE
Financial planning
A licensing head is hopeful that the DBFO legislation will make it easier for financial advisers to switch licensees, as extensive paperwork means they face a heavy burde...
Financial planning
The Financial Services and Credit Panel has made its first determination in over three months with the relevant provider pulled up on their statements of advice....
Financial planning
ASIC has told the Senate economics committee that it expects the requirement for superannuation trustees to check Statements of Advice won’t be “highly prescriptive” and ...
Financial planning
A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public....
Financial planning
As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....
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
A relevant provider that used an inaccurate SOA to induce a client to switch superannuation funds is the subject of the Financial Services and Credit Panel’s latest compl...
Financial planning
Six industry experts have shared their views on what a ‘fit-for-purpose’ statement of advice document could look like as the government commits to consultation on a new d...
Financial planning
Industry experts are expectant of video statements of advice gaining in popularity as the Quality of Advice Review loosens rules on what advice documentation should look ...
People & Products
The financial group has announced the acquisition of Enlightened Financial Solutions, a leader in the use of video SOAs that would be leveraged across the group. ...
Financial planning
The unintended consequences of new regulation can be costly without really benefitting the consumer, as consumers instead become inundated with overbearing regulatory inf...
Financial planning
Extraordinary circumstances call for a changed regulatory approach says AFA....
Financial planning
Consumers prefer engaging statements of advice such as videos, infographics, and quizzes rather than traditional paper-based SOAs, according to the Financial Planning Ass...
People & Products
YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....
Financial planning
Westpac chief executive, Brian Hartzer has confirmed that senior executives within BT Financial Group suffered significant remuneration consequences for issues raised at ...
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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....