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STATEMENT OF ADVICE
Financial planning
Centrepoint Alliance has thrown its weight behind introducing short and succinct Letters of Advice instead of lengthy Statement of Advice documents, as they would free up...
Financial planning
A one-page overview would be better at engaging clients with advice and to demonstrate how the advice is helping clients achieve peace of mind....
Financial planning
Servicing 200 to 300 clients will be the future for financial advice as long as the technology stack is up to scratch, according to an adviser....
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
The Government is looking to help condense and automate some approvals, and consents advisers need for clients to reduce costs and increase the quality of advice, accordi...
Financial planning
The Financial Services Council is pushing a scaled advice model to help offset the exodus of advisers....
Financial planning
The corporate watchdog has announced three temporary relief measures to help consumers receive affordable and timely financial advice during the COVID-19 pandemic....
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....
Financial planning
ASIC said Kyle Marshall did not understanding the meaning of personal advice and did not act in his clients’ best interest....
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...