News : financial advice

financial advice

Digital advice requires human element

digital advice

The definition of digital advice should also include the involvement of humans and the development of hybrid models rather than purely technology driven services.

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financial advice, SMSF, Superannuation

SMSF advice a possibility from APRA fund

SMSF advice

Calls to allow APRA-regulated funds to provide advice may mean they also have to consider a member’s SMSF benefits in the circumstances of that advice.

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Education, financial advice

Experience pathway needs sunset clause

Experienced adviser pathway FAAA

The FAAA will support the experienced adviser pathway proposal if it includes a sunset clause and a code of ethics education requirement.

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financial advice, Regulation, SMSFA

Experience plan may have kept more advisers

Experienced adviser pathway

The experienced adviser pathway should have been offered sooner under the education changes of recent years and may have led to greater retention of advisers.

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financial advice, Retirement

Retirement confidence based on advice action

Retirement confidence advice

People confident about retirement have typically taken some form of action to plan for it, such as seeking professional financial advice, a new study has found.

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financial advice, Platforms, Technology

Hub24 to acquire myprosperity

HUB24

Hub24 will acquire myprosperity in a deal that will expand its suite of brands and offerings for financial services practitioners.

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financial advice, Regulation

QAR recommendations need proper treatment

QAR recommendations

The objectives of the Quality of Advice Review may not be met if the government only acts upon the recommendations that are easy to implement.

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ASIC, financial advice

Licensee breach reporting guide revised

AFS licensees

The regulatory guide governing the reporting of Australian financial services licensee and credit licensee breaches has been updated by ASIC.

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financial advice, Regulation

Pressing QAR recommendations identified

Quality of advice review

The Joint Associations Working Group has recognised the recommendations from the Quality of Advice Review cannot be implemented all at once.

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Education, financial advice, Regulation

Bill defining experience pathway released

Adviser experience pathway

Draft legislation has been introduced defining the experience pathway whereby advisers will be deemed to have met their education requirements.

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