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Showing 121 - 130 of 187 results for "Advice Review"

Advisers can step up to retirement planning boom

KARREN VERGARA  |  FRIDAY, 11 FEB 2022
... SuperEd chair Jeremy Duffield, who predicts that retirement planning will be a major focus of the 2022 Quality of Advice Review. Advisers are said to be in the empathy business as much as in the finance business, he told a Vanguard event. "In the real ...

AFA responds to Quality of Advice Review

KARREN VERGARA  |  THURSDAY, 10 FEB 2022
... of clients and overhaul the advice process. In its submission to the draft terms of reference for the Quality of Advice Review, the AFA is calling for redundant steps in the advice process to be removed and to have a system that centralises and standardises ...

Consumer advocates criticise advice review

ELIZABETH MCARTHUR  |  THURSDAY, 3 FEB 2022
The Consumer Action Law Centre has concerns that the Quality of Advice Review draft terms of references forget Commissioner Hayne's findings on conflicted remuneration. In the centre's submission on the review's draft terms of references, it argued ...

Quality of Advice must consider digital: Ignition

ELIZABETH MCARTHUR  |  MONDAY, 31 JAN 2022
Ignition Advice senior adviser Andrew Baker has argued the government's Quality of Financial Advice Review must consider digital advice. In the terms of reference for the Quality of Advice Review, Treasury said it will "consider how the regulatory framework ...

Government backflips on adviser education

ELIZABETH MCARTHUR  |  FRIDAY, 17 DEC 2021
... businesses." Yesterday, the government released for consultation the draft terms of reference for the Quality of Advice Review, which will consider how the regulatory framework could make financial advice more affordable. Hume said the review will aim ...

Proposed reforms could simplify advice

KARREN VERGARA  |  FRIDAY, 3 DEC 2021
... trustee company services. While the federal government has yet to release the terms of reference for the Quality of Advice Review in 2022, the ALRC anticipates that it will consider the findings before making recommendations in its final report due 20 ...

Lonsec bolsters sales team

ELIZABETH MCARTHUR  |  WEDNESDAY, 1 DEC 2021
... practices. Brendan Tully and Sean Newman have each been appointed as transition consultants. Tully was most recently advice review regional manager at BT. Prior to that, he spent more than eight years with AMP as a development coach and business partnerships ...

ASIC announces advice affordability findings

KARREN VERGARA  |  TUESDAY, 6 JUL 2021
... provided industry feedback on issues relating to law reform to Treasury for consideration as part of the Quality of Advice review," the regulator said.

ASIC not recommending general advice change

JAMIE WILLIAMSON  |  WEDNESDAY, 5 MAY 2021
... their superannuation. The research findings have been handed on to the government to consider in its Quality of Advice review. Story updated at 12.13pm.

Government merges advice reviews

KARREN VERGARA  |  WEDNESDAY, 21 APR 2021
The federal government will fold the 2022 Life Insurance Framework Review into the Quality of Advice Review, taking over the responsibilities from ASIC. The Quality of Advice Review will consider the LIF Review as part of its wider mandate, Minister ...