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Showing 41 - 50 of 294 results for %22Quality of Advice Review%22

Abolishing FDSs a major win: Panel

KARREN VERGARA  |  TUESDAY, 16 MAY 2023
The Quality of Advice Review's recommendation to abolish Fee Disclosure Statements would be a major win for financial advisers as many continue to grapple with providing accurate documents to clients. The Financial Advice Association Australia general ...

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 ...

SQM reveals top, worst rated ASX200 equities

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2023
... identify investment opportunities in the medium to long term. Each ASX200 company is sub-rated on three factors: valuation, quality and momentum. The overall rating is an equal weighting of the three. The ratings are overseen by analyst Otto Reith, alongside ...

Venture capital rout rattles advice technology sector

KARREN VERGARA  |  MONDAY, 1 MAY 2023
... proposition, AMP Advice is committed to providing technology solutions that allow advice practices to deliver high quality advice more efficiently. We are working with the administrator to support the best way forward for the Creativemass business and ...

Government divulges vision for superannuation

ANDREW MCKEAN  |  FRIDAY, 14 APR 2023
... superannuation In terms of financial advice and superannuation, the government is yet to decide whether it will adopt the Quality of Advice Review recommendation for a modified 'good advice' duty requiring personal advice to be both 'fit ...

Drawdown reforms boosts post-retirement phase

KARREN VERGARA  |  TUESDAY, 11 APR 2023
... was made as a lump sum payment and just 0.1% took an annuity. "If drawdown reforms, including those recommended by the Quality of Advice Review, are implemented, by 2040 an additional two million retirees will have received retirement advice and will ...

Digital advice association in the works

CASSANDRA BALDINI  |  TUESDAY, 11 APR 2023
A new 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 ...

Investor education combats emotions: Experts

ANDREW MCKEAN  |  TUESDAY, 11 APR 2023
... potential variance of returns based on the investing decisions made by members. Further, he highlighted the importance of the Quality of Advice Review in ensuring that members receive informed advice from qualified and licensed advisors. "... if a member ...

Don't wait for QAR: Press

CASSANDRA BALDINI  |  WEDNESDAY, 22 MAR 2023
... Press pointed out at the 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 ...

Advice complaints decelerate: AFCA

KARREN VERGARA  |  WEDNESDAY, 8 MAR 2023
... type of advice it's provided". Singh raised an interesting point with respect to the proposed SOA changes under the Quality of Advice Review : If there's no documentation, how will AFCA assess at the dispute? "As I understand it, the proposal ...