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Showing 1 - 10 of 25 results for "Qualified Advisers"

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... advice NCAs should and should not be able to provide. Assistant treasurer Stephen Jones first called them "Qualified Advisers", much to the criticism of the industry and later assured this was subject to change. This was an "ill-chosen term," Abood said ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... Financial Outcomes (DBFO) reforms, SoAs will also receive a makeover, while a new class of advisers called "Qualified Advisers" from banks, super funds, and life insurance firms will be able to provide simple advice.

Jones preps DBFO Tranche 2 for parliament

KARREN VERGARA  |  WEDNESDAY, 30 OCT 2024
... harbour steps. Statements of Advice (SoAs) will also receive a makeover, while a new class of advisers called "Qualified Advisers" from banks, super funds, and life insurance firms will be able to provide simple advice. Jones told a recent AFR event ...

IFS launches two courses with Kaplan

KARREN VERGARA  |  FRIDAY, 5 JUL 2024
... Delivering Better Financial Outcomes (DBFO) reforms propose creating a new class of financial advisers called "Qualified Advisers" (QAs) who will be able to deliver limited advice. This cohort is expected to gain some level of competency standards such ...

Advisers should leverage US tech blueprint: SIAA panel

KARREN VERGARA  |  TUESDAY, 14 MAY 2024
... Delivering Better Financial Outcomes package of reforms proposes creating a new class of financial advisers called "Qualified Advisers" who will not be financially incentivised in a bid to make advice more affordable and accessible for everyday Australians ...

The risks and opportunities in advice: SIAA

KARREN VERGARA  |  TUESDAY, 30 APR 2024
... long term," he said. Part of the broader reforms propose creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Many believe that super funds will have a leg up over life insurers and banks ...

Super funds in pole position for expanded advice

KARREN VERGARA  |  MONDAY, 26 FEB 2024
... Better Financial Outcomes package of reforms, which includes creating a new class of financial advisers called "Qualified Advisers" (QAs) who will not be financially incentivised. Financial Advice Association Australia (FAAA) chief executive Sarah Abood ...

2024 to be a watershed year: FAAA

JAMIE WILLIAMSON  |  THURSDAY, 11 JAN 2024
... second area of focus is improving Australians' understanding of the value of advice, particularly from qualified advisers. Abood highlighted research from the Governance Institute of Australia that shows perceptions of the ethics of financial planners ...

UK to overhaul advice affordability, access

KARREN VERGARA  |  TUESDAY, 12 DEC 2023
... number of changes that include offering better scaled or limited scope advice, and introducing a new class of "qualified advisers" who can offer simple personal advice but not charge fees in return.

QAR final response winds clock back, says FAAA

JAMIE WILLIAMSON  |  THURSDAY, 7 DEC 2023
... appears to be handing back to institutions the right to hire minimally qualified salespeople, who call themselves qualified advisers, to sell their products to consumers," she said. "We will have plenty more to say on this in the days and weeks to come. ...
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