The Financial Services and Credit Panel has made its latest decision on a case regarding Statements of Advice and rolling over superannuation funds....

Providing inappropriate advice and receiving soft benefits from a telemarketing operation about superannuation switching are among breaches that have led to the Financial...

Two of Australia’s largest licensees believe the removal of the safe harbour steps will have the greatest impact on advisers, but believe a new name is needed for the pro...

Minister for financial services, Stephen Jones, has unveiled the final tranche of his Delivering Better Financial Outcomes reforms with a focus on banks, simpler document...

A new artificial intelligence tool set to hit the market by the year’s end seeks to alleviate financial advisers’ main pain points, led by Raiz Invest founder, George Luc...

Amidst concerns that video SOAs or a shorter advice document could replace paraplanners, this industry professional sees it as an opportunity for them to upskill....

Three things are missing from the government’s formal response to the QAR, according to the FAAA’s Phil Anderson, while a panel has shared why they believe the QAR should...

Financial advisers are a declining “olden days” model, says Michelle Levy, who instead has focused her Quality of Advice Review on digital advice rather than relevant pr...

Recommendations like the removal of SOA requirements and embracing digital advice have been strongly endorsed by industry groups, who state this is ‘the time for bravery’...

Financial advice technology provider Asendium believes paraplanners are the key to unlocking growth and efficiency for the Australian advice sector....

In a move likely to be welcomed by advisers, Michelle Levy has stayed the course to do away with Statement of Advice requirements....

In her recommendations in the Quality of Advice Review, Michelle Levy has stayed the course to do away with Statement of Advice requirements....

There’s room for improvement with advice documents and advisers have made suggestions that could save time and effort while enhancing consumer comprehension....

ASIC senior executive leader, Leah Sciacca, has reiterated the corporate regulator “encourages tech and innovation” in the financial services industry. ...