There’s room for improvement with advice documents and advisers have made suggestions that could save time and effort while enhancing consumer comprehension....

ASIC senior executive leader, Leah Sciacca, has reiterated the corporate regulator “encourages tech and innovation” in the financial services industry. ...

With Statements of Advice often cited as one of advisers’ biggest challenges to delivering affordable advice, the Financial Planning Association of Australia has released...

Advisers need to be innovative in how they present a Statement to Advice to clients as the future of the document will be less about regulation and more about presentatio...

The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow what legislation requires, which is ...

Centrepoint Alliance has thrown its weight behind introducing short and succinct Letters of Advice instead of lengthy Statement of Advice documents, as they would free up...

A one-page overview would be better at engaging clients with advice and to demonstrate how the advice is helping clients achieve peace of mind....

Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser....

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 ...

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...

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...

The Financial Services Council is pushing a scaled advice model to help offset the exodus of advisers....

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 Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory oversight with the cost of generating a statement of adv...