SOA

The record of advice relief measure is extended to April 2022, as well as the “time critical” relief measure that...

Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to...

Business growth has been challenged by regulatory noise, and statements of advice are the most burdensome...

Business models could shift to goals-based advice, rather than producing statements of advice, according to a...

Trustees should come up with an approach that allows them to have necessary comfort that the quality of advice...

Financial services guide and statement of advice documentations, breach reporting, and applying the Corporations...

Advice affordability is deteriorating and advice fees should be tax deductible, according to ClearView.

The savings identified by the Financial Services Council in its new advice green paper are marginal, at best,...

The relief measure allowing advisers to provide a record of advice rather than a statement of advice to clients...

The industry needs to simplify the way it presents advice to clients as statements of advice can increase anxiety...

In the last four exams, the Financial Adviser Standards and Ethics Authority has acknowledged that advice...

If doctors could accommodate the existence of paramedics, why can’t the financial advice profession accept a...

The cost of delivering advice could be reduced for both advisers and superannuation funds if the Australian...

Superannuation funds would be able to deliver advice around the questions most asked by members via a record of...

Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory...