QAR Reforms include a new class of Qualified Adviser
Consumers will now have the choice of a Qualified Adviser or a Financial Adviser when seeking financial advice from a professional.
Consumers will now have the choice of a Qualified Adviser or a Financial Adviser when seeking financial advice from a professional.
The end of the year, is a good time for Financial Advisers to review their current Fintech Stack and see if there are options that may be of value with the anticipated changes to the way in which financial advice is delivered.
Clients who have been exposed to digital experiences are looking for better engagement with the advice documents provided by their financial adviser.
Big changes are expected in the Financial Services Industry, with Superannuation Funds likely to play a larger role in the financial advice space.
With the government’s resolve to make financial advice available to young Australians, software is now available to enable delivery of affordable advice.
Find a solution to providing affordable advice to everyday Australians.