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Unscrupulous advice is in store | Money Management

Unscrupulous advice is in store | Money Management
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Financial planning association of australiaFinancial services councilAssociation of financial advisersBull financialFinancial advisersAdvice review issues paperFinancial planning association

ISA calls for tougher consumer protections on SMSF advice

Industry Super Australia has called for the design and distribution obligations to be extended to SMSFs. In a submission to the Quality of Advice Review Issues Paper, Industry Super Australia said t

Miranda brownleeProductivity commissionAdvice review issues paperIndustry super australiaInvestor daily

BT pushes for simplified SOAs for strategic advice

BT Financial Group has called for reduced disclosure obligations for advisers providing strategic advice such as SMSF and superannuation advice. In its submission to the Quality of Advice Review Issu

Miranda brownleeBt financial groupAdvice review issues paperCorporations actInvestor daily

The jury is out on advice fintech | Money Management

Individual submissions to the Quality of Advice Review have found financial advisers around the country are in dispute as to whether financial technology could help to reduce the cost of providing advice.

Steve mellingMichael baragwanathMichael riceAdvice review issues paperSouth australiaRay ongPrice warnerJay ongMichael ricePrice warnerQuality of advice review

Scope with care: In advice, context is crucial - Professional Planner

Effective, compliant advice needs to follow a scope-to-goals approach in a structured, repeatable and defendable manner. The industry needs to get this right quickly, and certainly before the potential proliferation of scoped advice models, or risk reverting to the olden days of product flogging.

Advice review issues paper

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