The relief measure allowing advisers to provide a record of advice rather than a statement of advice to clients that needed advice due to the impact of COVID-19 has been ...

The industry needs to simplify the way it presents advice to clients as statements of advice can increase anxiety for consumers and does not build trust, according to a p...

In the last four exams, the Financial Adviser Standards and Ethics Authority has acknowledged that advice documentation is a problem area with exam performance. ...

If doctors could accommodate the existence of paramedics, why can’t the financial advice profession accept a similar situation with respect to some lesser qualified advis...

The cost of delivering advice could be reduced for both advisers and superannuation funds if the Australian Securities and Investments Commission delivered a templated re...

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

Financial Planning Association chief executive, Dante De Gori has pointed to the impacts of increasing regulatory oversight with the cost of generating a statement of adv...

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

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

Industry Fund Services and Advice RegTech have partnered to launch human-assisted machine learning artificial intelligence platform SAMI to help with automated regulatory...

Westpac chief executive, Brian Hartzer has confirmed that senior executives within BT Financial Group suffered significant remuneration consequences for issues raised at ...

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 advice for urgent superannuation advice....

Behavioural economics sits at the heart of the Australian Securities and Investments Commission’s new example statement of advice for life/risk advisers....