SOA

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...

It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report...

The Financial Planning Association has created a guide to help planners digitally evolve their statements of...

Industry Fund Services and Advice RegTech have partnered to launch human-assisted machine learning artificial...

Westpac chief executive, Brian Hartzer has confirmed that senior executives within BT Financial Group suffered...

The Financial Planning Association has urged ASIC to make further improvements to its example statement of advice.

The corporate regulator has issued an instrument that would temporarily extend time to provide statements of...

Behavioural economics sits at the heart of the Australian Securities and Investments Commission’s new example...