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Showing 1 - 10 of 260 results for "Quality of Advice"

Treasury's proposal adds flexibility for new advisers: FAAA

MATTHEW WAI | WEDNESDAY, 22 APR 2026

... access client's financial, tax, social security, and family information can only improve and enhance the quality of advice. "Understanding taxable income and the sources of that income is critically important," the submission stated. "Superannuation ...

Why risk advice is on the verge of collapse: Experts

MATTHEW WAI | WEDNESDAY, 19 NOV 2025

... legislation when the government comes through on that, as to whether they continue with the intention of the quality of advice (QAR), whether they go in a different direction, perhaps relax that requirement a little bit. It'll remain to be seen. ...

Super risks continue as advice gets all clear

ELIZA BAVIN | FRIDAY, 17 OCT 2025

... sustaining trust in the advice sector," AFCA said. "They also align with ongoing regulatory priorities around quality of advice, product governance, and distribution practices."

Integro appoints head of advice and growth

RIDDHIMA TALWANI | TUESDAY, 14 OCT 2025

... the east coast and regional communities. He will also lead the adviser team to mentor, recruit, and lift the quality of advice provided by the firm. Mesch has more than two decades of experience leading advice teams and driving growth, including senior ...

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

... and 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 ...

Outlook favourable for practice valuations: Guide

JAMIE WILLIAMSON | FRIDAY, 28 FEB 2025

... Centurion 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 ...

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

ANDREW MCKEAN | FRIDAY, 14 FEB 2025

... of 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 ...

Almost half of HESTA members retire involuntarily

ELIZA BAVIN | MONDAY, 10 FEB 2025

... said it strongly supports improved access to advice through the implementation of Tranche 2 of the government's Quality of Advice reforms. Blakey said the expansion of intra-fund advice to include Transition to Retirement, Retirement Income Stream, household ...

Millions of Aussies want episodic advice: Research

MATTHEW WAI | FRIDAY, 6 DEC 2024

... rather than 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 ...

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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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