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Showing 21 - 30 of 60 results for "QAR"

Financial advice firms profits jumps: Research

CASSANDRA BALDINI | WEDNESDAY, 6 SEP 2023

... relationship fees ($4700)," Guiamatsia said. Meanwhile, when assessing the potential impact of the Quality of Advice Review (QAR) on financial advisers and their businesses, overwhelming the concern was around super funds providing advice. Of those surveyed ...

Insignia consolidates further, creates Client Wellbeing arm

JAMIE WILLIAMSON | THURSDAY, 24 AUG 2023

... serves the community but also grows the business." While he wouldn't go as far as to say it was in direct response to the QAR, Mota did say it's Insignia positioning itself to execute in the new environment expected to come out of the QAR. "It's certainly ...

Treasury kicks off managed investment scheme reforms

KARREN VERGARA | TUESDAY, 8 AUG 2023

... low and that clients lacked understanding about what the consequences of being a wholesale client entails. Consequently, the QAR recommended introducing written consent requirements for wholesale clients who meet the net assets or gross income thresholds ...

Anti-hawking laws could dampen super fund advice: Academic

KARREN VERGARA | TUESDAY, 27 JUN 2023

... urges the government to immediately update the regulation to explicitly permit trustees to include lifetime annuities. "The QAR suggestion is that financial institutions including superannuation trustees should be permitted to offer all advice and that ...

Advisers embrace less back-office burden

KARREN VERGARA | FRIDAY, 23 JUN 2023

... back-office inefficiencies under the federal government's adoption of the Quality of Advice Review recommendations. Some of the QAR recommendations assistant treasurer Stephen Jones flagged he will adopt include the replacement of the Statement of ...

Industry bodies respond to QAR recommendations

KARREN VERGARA | TUESDAY, 13 JUN 2023

The wealth management industry has broadly welcomed the bulk of the Quality of Advice Review recommendations Labor will prioritise, with many agreeing that the reforms will fix financial advice and ultimately benefit consumers. In releasing the first ...

Treasury to scrap advice admin burdens, boosts intra-fund advice

KARREN VERGARA | TUESDAY, 13 JUN 2023

... that aim to remove the red tape that is restricting Australians from accessing financial advice. Jones has accepted many of QAR chair Michelle Levy's recommendations either fully or in principle. Eliminating many bugbears for financial advisers ...

Adopt QAR recommendations now: Levy

CASSANDRA BALDINI | TUESDAY, 2 MAY 2023

Quality of Advice Review chair Michelle Levy says the government is stalling the implementation of the recommendations set out in her final report. The 267-page report, initially released to government in December, included 13 primary recommendations ...

Digital advice association in the works

CASSANDRA BALDINI | TUESDAY, 11 APR 2023

... industry association founded by four digital advice providers has been initiated to support the Quality of Advice Review (QAR) proposed reforms and serve as a united voice before government. The founding members and representatives of the body are Abrdn ...

Don't wait for QAR: Press

CASSANDRA BALDINI | WEDNESDAY, 22 MAR 2023

... Conference of Major Super Funds that retirement products need to be improved and waiting for the Quality of Advice Review (QAR) is not the best strategy. "I think the product piece is important here and thinking about if we have the right products for ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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