SOA
Life/Risk
Advice affordability is deteriorating and advice fees should be tax deductible, according to ClearView....
Financial planning
The savings identified by the Financial Services Council in its new advice green paper are marginal, at best, according to the chief executive of major licensee, Countplu...
Financial planning
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 ...
Financial planning
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...
Financial planning
In the last four exams, the Financial Adviser Standards and Ethics Authority has acknowledged that advice documentation is a problem area with exam performance. ...
Financial planning
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...
Financial planning
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...
Financial planning
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
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...
Financial planning
It is the cost of advice rather than trust that is stopping Australians from seeking financial advice, a report has found....
Financial planning
The Financial Planning Association has created a guide to help planners digitally evolve their statements of advice....
People & Products
Industry Fund Services and Advice RegTech have partnered to launch human-assisted machine learning artificial intelligence platform SAMI to help with automated regulatory...
Financial planning
Westpac chief executive, Brian Hartzer has confirmed that senior executives within BT Financial Group suffered significant remuneration consequences for issues raised at ...
Financial planning
The Financial Planning Association has urged ASIC to make further improvements to its example statement of advice....
Superannuation
The corporate regulator has issued an instrument that would temporarily extend time to provide statements of advice for urgent superannuation advice....
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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...