QOA REVIEW
Financial planning
Monthly complaints have fallen, but they could rise again by opening the scope of advice to other providers, according to AFCA lead ombudsman for investments and advice S...
Financial planning
With Australians warming up to the idea of advice since the QOA Review, firms are already seeing ‘overwhelming’ client volumes and need to be prepared to meet that demand...
Financial planning
The independent chair of the QOA Review has called for the removal of 'onerous' ongoing fee disclosure obligations....
Financial planning
Financial advisers could be required to comply with a ‘good advice duty' if the Albanese Government accepts the fourth recommendation of the Quality of Advice Review....
Financial planning
The long-awaited recommendations of the Quality of Advice Review include replacing the existing best interest duty with a 'true fiduciary' alternative. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...