QOA

Financial planning

The Advisers Association believes Australia runs the risk of a “back to the future” scenario that served it poorly in the past unless guardrails are put in place on non-r...

People & Products

DASH chief executive, Andrew Whelan, has shared his plans for improving advice technology as the company secures venture funding capital. ...

Editorial

Amid inflation, interest hikes, and changes to superannuation, financial capability remains at the forefront of conversations, though many are concerned about Australians...

People & Products

Technology and research firm Capital Preferences is launching a program in Australia with several advice firms to uncover the risk preferences of their clients and how th...

Financial planning

Technology has been instrumental in the significant growth of financial advice in the UK over the last decade and a major UK player is eager to transform the local advice...

Financial planning

Having a human adviser could increase a client’s mental wellbeing by over 50%, a recent Vanguard survey has found, along with adding portfolio and financial value....

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Editorial

Around a year in the making, the Quality of Advice Review continues to divide an industry looking for meaningful reform. ...

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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’...

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Editorial

After seven weeks of waiting, the final report of the Quality of Advice Review was released in early February, prompting eager reading by the advice industry....

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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. ...

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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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Financial planning

In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements....

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Superannuation

Superannuation trustees should be permitted to provide personal advice to members, according to recommendations handed down under the final report of the Quality of Advic...

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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....

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Financial planning

Minister for Financial Services, Stephen Jones, has reacted to the final report of the Quality of Advice Review which was released on Wednesday. ...

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Bradley

Dear CEO and board, It's time to start some VERY HEAVY LOBBYING on behalf of advisers which could save your platform re...

14 hours 40 minutes ago
JOHN GILLIES

He is every thing ASIC said he was BUT How on earth did he expect to get away with it????? . these guy's who dip in...

16 hours 53 minutes ago
Chris Cornish

A tad optimistic from Morningstar. Adviser numbers are somewhat irrelevant; it all comes down to the platform and whethe...

17 hours 59 minutes ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

1 week 1 day ago

Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....

2 weeks 2 days ago

Iress has announced it is strengthening its security settings after suffering an unauthorised access of its systems over the weekend....

2 weeks 3 days ago