QUALITY OF ADVICE REVIEW
Financial planning
Individual submissions to the Quality of Advice Review have found financial advisers around the country are in dispute as to whether financial technology could help to re...
Financial planning
Adding personal advice to Centrelink’s bulk billing framework is among recommendations put to the Quality of Advice Review by a founding member of the Financial Planning ...
Financial planning
Australia’s strict regulatory definitions are hampering its development of financial advice versus other markets such as the US and UK, according to Vanguard....
Features
The major associations have collectively thrown their weight behind a joint submission to the Quality of Advice Review, Liam Cormican writes, arguing for a more consumer-...
Expert Analysis
Research is finding that demand for advice is rising amid a world of rising interest rates and presenting opportunities for those who remain in the industry, writes Neil ...
Financial planning
Five issues have been highlighted by the financial advice organisations as priorities for the Quality of Advice Review to improve....
Financial planning
The financial advice profession needs more certainty on how the Australian Financial Complaints Authority will judge a complaint, says the Association of Financial Planne...
Financial planning
The Stockbrokers and Investments Advisers Association has defended the title of ‘general advice’ and warned investors may ignore material described as ‘information’, in i...
Financial planning
All financial advice should be tax-deductible to improve the advice gap, according to the Financial Planning Association of Australia’s submission to the Quality of Advic...
Superannuation
The cost of providing a Statement of Advice to superannuation fund members is thousands of dollars more than for a Record of Advice, according to ASFA, and consumers find...
Editorial
It is no secret that the Royal Commission has impacted advisers but research has highlighted the severe toll it has taken on their health....
Financial planning
The Association of Financial Advisers has outlined the key levers it will be targeting to reduce regulatory uncertainty in its submission to the Quality of Advice Review....
Financial planning
Advice should be treated with the respect given to doctors or lawyers as the industry has successfully improved itself to become a profession, according to Financial Serv...
Expert Analysis
General advice may help you reach a broader audience, but personal advice provides a better way to meet client needs and manage compliance risk, writes Steve Davison....
Editorial
This month’s announcement of the terms of reference for the Quality of Advice Review elicit a certain element of deja’vu among advisers....
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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...