A new artificial intelligence tool designed to shake up traditional financial advice business models, led by Raiz Invest founder George Lucas, has launched to the public....

As statements of advice move into the rear-view mirror, Vital Business Partners explores how financial advisers are adopting innovative documentation strategies....

Three major changes have been announced in the latest Delivering Better Financial Outcomes reforms regarding how advisers provide and document advice to their clients....

A relevant provider that used an inaccurate SOA to induce a client to switch superannuation funds is the subject of the Financial Services and Credit Panel’s latest compl...

Six industry experts have shared their views on what a ‘fit-for-purpose’ statement of advice document could look like as the government commits to consultation on a new d...

Industry experts are expectant of video statements of advice gaining in popularity as the Quality of Advice Review loosens rules on what advice documentation should look ...

The financial group has announced the acquisition of Enlightened Financial Solutions, a leader in the use of video SOAs that would be leveraged across the group. ...

The unintended consequences of new regulation can be costly without really benefitting the consumer, as consumers instead become inundated with overbearing regulatory inf...

Extraordinary circumstances call for a changed regulatory approach says AFA....

Consumers prefer engaging statements of advice such as videos, infographics, and quizzes rather than traditional paper-based SOAs, according to the Financial Planning Ass...

YTML signs Merit Wealth to the Seido platform and adds Helen Thom to head of distribution....

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