Search Results | Showing 1 - 10 of 256 results for "Quality of Advice" |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... on 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 ... |
| | | ... sought? And 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 ... |
| | | ... 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 ... |
| | | ... opportunities to improve efficiencies and cost effectiveness across the wealth value chain, particularly with the Quality of Advice Review. He also believes building a high-performing culture within the group will add shareholder value. |
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