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Showing 1 - 10 of 122 results for "Quality of Advice Review"

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 ...

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.

New shadow assistant treasurer's vision for advice, super

ANDREW MCKEAN | WEDNESDAY, 31 JUL 2024

... Assistant Treasurer Luke Howarth has reaffirmed the opposition unreservedly supports Michelle Levy's Quality of Advice Review (QAR) recommendations and wouldn't go back to the drawing board, at an event hosted by the Financial Services Council ...

Regulation, profitability top adviser worries: BT

KARREN VERGARA | TUESDAY, 9 JUL 2024

... Sentiment Index 2024, remaining in the number one spot year on year. Uncertainty around the outcome of the Quality of Advice Review (QAR) is worrisome for advisers as is the Compensation Scheme of Last Resort (CSLR), which imposes another levy on the ...

Super account advice fees a sticking point for advice bill: Senate inquiry

KARREN VERGARA | FRIDAY, 21 JUN 2024

... March 27. The committee discussed 11 recommendations from the DBFO's predecessor, Michelle Levy's Quality of Advice Review (QAR), which form the basis of the bill. These included suggestions to consolidate administrative steps in obtaining clients' ...

HESTA pushes for expediated advice reforms

ANDREW MCKEAN | MONDAY, 3 JUN 2024

... to engage with their superannuation, leading it to urge the government to release tranche two of the Quality of Advice Review reforms. The $89 billion industry fund noted a strong demand for digital tools for retirement planning. HESTA reported that ...

Platform reveals advice firms' top issues

KARREN VERGARA | FRIDAY, 24 MAY 2024

... the most popular subjects. The first half of 2023 was also dominated by the draft legislation on the Quality of Advice Review.

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Active Super transfers members to Challenger

JAMIE WILLIAMSON

Challenger will take over Active Super's Guaranteed Income offering after it was determined transferring these member accounts to Vision Super would not be in their best interests.

Eyes on gaming, Chinese tech in 2025: Orbis

MATTHEW WAI

Why investors in Asian equities and gamers alike have reason to feel good about the year ahead.

RBA 'paves way' for February rate cut

ELIZA BAVIN

After a year of defiantly leaving interest rates on hold, the RBA has given the first glimmer of hope a rate cut may come in the first half of 2025.

Scarcity Partners acquires stake of foreign investment firm

ANDREW MCKEAN

Scarcity Partners has acquired a 20% interest in January Capital, a Singapore-based private markets investment firm focused on Asia Pacific technology companies.

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Jenny Taing

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Five principles for successful family office investing

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Mistaking financial literacy for retirement literacy

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Kellie Wood

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SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED

Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.

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