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Showing 1 - 10 of 187 results for "Advice Review"

Challenger, Iress partner for retirement income solution

ELIZA BAVIN  |  TUESDAY, 28 OCT 2025
... 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 ...

Australian investors loyal to wealth managers - until they're not

ANDREW MCKEAN  |  MONDAY, 26 MAY 2025
... 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 ...

Advice bodies want efficiency, long-term solutions from Mulino

KARREN VERGARA  |  WEDNESDAY, 14 MAY 2025
... 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 ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON  |  FRIDAY, 28 FEB 2025
... 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 ...

Advisers must improve public awareness to win Australians' trust: Report

ANDREW MCKEAN  |  FRIDAY, 14 FEB 2025
... 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 ...

ASIC updates on SMSF advice review

ELIZA BAVIN  |  THURSDAY, 13 FEB 2025
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 ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI  |  FRIDAY, 6 DEC 2024
... 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 ...

Coalition urges super funds to push for QAR reforms

ELIZA BAVIN  |  THURSDAY, 21 NOV 2024
... 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 ...

Liberal MP calls for SoA replacement

KARREN VERGARA  |  TUESDAY, 5 NOV 2024
... 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 ...

$3.5tn wealth transfer scares Aussie advisers: Natixis

MATTHEW WAI  |  MONDAY, 28 OCT 2024
... 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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