Search Results | Showing 1 - 10 of 187 results for "Advice Review" |
| | | ... encompass factfinding, product selection, income stream calculations, strategy modelling, advice generation and the advice review processes. Iress chief executive - wealth APAC Kelli Willmer said the demand for retirement advice will grow as the number ... |
| | | | ... expectations continuing to evolve in the face of greater market volatility, and the potential impacts of the Quality of Advice Review on the local industry yet to fully play out, it's essential that wealth managers keep pace with these changes..." Notably ... |
| | | | ... professional advice, Macdonald said, and urgently implement the recommendations from Michelle Levy's Quality of Advice Review (QAR) in line with their original intent. Importantly, he said, Mulino must urgently address the issues with the CSLR, which ... |
| | | | ... said the outlook for financial advice practice and client book valuations is positive, noting that the Quality of Advice Review and Delivering Better Financial Outcomes reforms should make running a business much more efficient. As a result, profit margins ... |
| | | | ... bigger players. Though as super funds move further into the advice space following the government's post- Quality of Advice Review reforms, they may take the reins on large-scale public marketing campaigns promoting the need for financial advice throughout ... |
| | | | The Australian Securities and Investments Commission (ASIC) said reviews are underway into why consumers are advised to establish an SMSF. Plans for the review were first announced in ASIC's Corporate Plan 2024-25 and the regulator has now confirmed ... |
| | | | ... traditional, full-service models to cut costs. The report said this underscores the importance of the Quality of Advice Review's (QAR) recommendations to facilitate quality, yet affordable financial advice. Investment Trends research director Olivia ... |
| | | | ... attendees to the ASFA conference to put pressure on the Albanese government to legislate reforms from the Quality of Advice Review (QAR). "Sadly, the Labor government has been slow to progress these reforms, including to improve accessibility of advice ... |
| | | | ... that is why in this bill, we replace the SoA with what is called an RoA," he said. Michelle Levy's Quality of Advice Review (QAR) recommended eliminating SoAs altogether, which he does not agree with. "I'm not of the view that these SoAs should ... |
| | | | ... opportunities posed with the generational wealth transfer are great, and the next two decades, paired with the quality of advice review, and the digital advice revolution could change how advisers operate their practices in unpredictable ways," Watson ... |
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