Automating tasks and employing cognitive thinking over mechanical data input has opened up a whole new relationship opportunity for accountants and their financial advice partners to give clients advice at critical times.
Jessica SierApril 23, 2021
The council’s green paper follows the original Rice Warner report it sponsored and subsequent poll review, and includes major tweaks to its original ‘simple vs complex’ plan headlined by the abandonment of SoAs and safe harbour rules.
Tahn SharpeApril 19, 2021
An expanded RoA regime is one of many actions ASIC is considering after trawling through almost 500 submissions to its landmark consultation paper on access to affordable advice. Another – the need to fix its own “turgid” guidance documents.
Tahn SharpeApril 13, 2021
After teaming up with Rice Warner to propose ‘simple’ and ‘complex’ personal advice last October, the FSC has brought in an external research team to find out if the idea would resonate with consumers.
Tahn SharpeMarch 30, 2021
If funds write their own trustee consent forms it will be a costly mess for advisers and consumers, which is why representative groups are pushing for providers to join them at the table to standardise a template for the new compliance requirement.
Tahn SharpeMarch 29, 2021
The corporate regulator made several important changes to its fee consent and independence disclosure legislation, released today, in response to 22 industry submissions.
Tahn SharpeMarch 25, 2021