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Showing 1 - 10 of 256 results for "Quality of Advice"

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 ...

Coalition urges super funds to push for QAR reforms

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

Liberal MP calls for SoA replacement

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

$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 ...

Insignia Financial books $185m loss, halts dividends

JAMIE WILLIAMSON  |  THURSDAY, 22 AUG 2024
... 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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