Powered by MOMENTUM MEDIA
moneymanagement logo
 

New look for advice documentation as SOAs scrapped

statements-of-advice/quality-of-advice-review/Stephen-Jones/Best-Financial-Interests-Duty/

Unveiling the final tranche of Delivering Better Financial Outcomes, Minister for Financial Services, St

Read more about:

AUTHOR

Jones unveils final QAR reforms

Stephen-Jones/quality-of-advice-review/treasury/financial-advice/statement-of-advice/banks/

Minister for financial services, Stephen Jones, has unveiled the final tranche of his Delivering Better Financial Outcomes reforms with a focus on banks, simpler advice documentation and a new type of 'qualified adviser'.

Read more about:

AUTHOR

Coastal Advice Group acquisitions bring FUM to $1bn

financial-advice/M&A/NSW/

The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia.

Read more about:

AUTHOR

Bravura appoints APAC and EMEA CEOs

Bravura/ceo/APAC/Software/

Financial software firm Bravura has appointed two chief executives for the Asia Pacific and EMEA regions.

Read more about:

AUTHOR

How to ‘supercharge’ an advice business

AZ-NGA/M&A/mergers-and-acquisitions/

This CEO believes an “army of large, corporatised super firms” is the future of financial advice as he feels small-to-medium practices struggle to offer a compelling advice proposition.

Read more about:

AUTHOR

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago