POWERED BY MOMENTUM MEDIA
QUALITY OF ADVICE REVIEW
Financial planning
Count’s chief executive, Hugh Humphrey, has told Money Management he hopes the firm’s rebranding will help it streamline its business as it acquires Affinia and sets out ...
Financial planning
The devil is in the details with Michelle Levy’s recommendations, according to Insignia CEO Renato Mota, who sees the review as a fantastic opportunity for meaningful str...
Editorial
As the industry awaits government action on Michelle Levy’s recommendations, one big question looms: Why are so few Australians getting financial advice?...
People & Products
The Quality of Advice Review needs to be enacted “urgently” to allow the industry to rebuild, according to HUB24’s chief executive, Andrew Alcock, as the firm acquires cl...
Financial planning
In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia....
Financial planning
The Joint Associations Working Group has urged the government to enact several of the Quality of Advice recommendations quickly while it awaits the final decision....
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....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...