Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state ...
In her recommendations in the Quality of Advice Review, Michelle Levy has stayed the course to do away with Statement ...
There’s room for improvement with advice documents and advisers have made suggestions that could save time and effort while enhancing ...
The idea of doing away with Statements of Advice is misguided, according to an advice consultancy, and advisers should instead ...
The solution to the complex and time-consuming Statements of Advice (SoA) lies somewhere between a one-page letter, as prescribed for ...
Moving to Letters of Advice, abolishing safe harbour steps to comply with best interest duty and indexing the wholesale assets ...
The advice industry should not waste resources discussing changing the name of Statement of Advice (SOA) documents and instead follow ...
The affordability of advice issue can be solved through technology and MoneyGPS believes its tech can bridge the unmet advice ...
The record of advice relief measure is extended to April 2022, as well as the “time critical” relief measure that ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
