QUALITY OF ADVICE
Financial planning
Over a third of Australians say they have minimal confidence in their retirement preparations and 64% say they would like to receive advice from their superannuation fund...
Outsider
With Lunar New Year taking place in January, Outsider had been expecting to see various Chinese processions and lions taking over Sydney to mark the Year of the Rabbit. ...
Financial planning
Advisers concerned about possible growth in superannuation funds providing financial advice after the Quality of Advice Review could wait longer than expected, according ...
Financial planning
The idea of doing away with Statements of Advice is misguided, according to an advice consultancy, and advisers should instead consider how they can capture clients’ atte...
Financial planning
There are 16 days until Quality of Advice Review deadline this month, so Money Management has crunched the numbers on the current state of the adviser landscape....
Financial planning
FSC research has found the proposals would help retirees draw down $22.5 billion more from their super and increase life insurance uptake. ...
Financial planning
Michelle Levy is expecting to see a rise in digital tools as she believes it is unnecessary for all advice to be provided to consumers by a financial adviser....
Financial planning
Michelle Levy has determined “the law is the wrong way round” ahead of the publication of the Quality of Advice Review next month....
Life/Risk
AFA chief executive, Phil Anderson, has clarified Quality of Advice Review proposals regarding obtaining client consent for life insurance commission following a meeting ...
Financial planning
Michelle Levy, reviewer of the Quality of Advice Review, has defended her proposals to allow superannuation funds and banks to provide financial advice. ...
Life/Risk
The Quality of Advice Review has stated there are benefits of retaining commission for life insurance but admits it could result in a real risk of lower-quality advice fo...
Financial planning
Stockspot has taken a contrary view to its digital advice peers in believing the Quality of Advice Review will negatively impact consumers by bringing about a return of p...
Financial planning
The Quality of Advice Review could see banks re-enter the advice market if steps are taken to make advice easier to give....
Financial planning
The Quality of Advice Review proposals present an opportunity to stop advice becoming exclusively accessible by wealthy Australians, according to Colonial First State, as...
Financial planning
There is a risk that the Quality of Advice Review proposals will solve one problem but create alternative ones regarding avoidance behaviour, according to the Financial P...
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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...