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Showing 91 - 100 of 126 results for "Quality of Advice Review"

Current legislation "wrong way around": Levy

CASSANDRA BALDINI | THURSDAY, 22 SEP 2022

Quality of Advice Review chair Michelle Levy believes providing financial advice with a focus on best interests duty and duty of priority is doing things the wrong way. Commenting on her proposal to replace the best interests duty and duty of priority ...

A year of change: Phil Anderson

CASSANDRA BALDINI | THURSDAY, 22 SEP 2022

... advisors. But it may also be a vehicle to get more new entrants into the profession," he said. "Also, the Quality of Advice Review, if it changes the underlying economic fundamentals of being an adviser to make it more profitable, may give more incentive ...

AFA president positive on industry outlook

ANDREW MCKEAN | WEDNESDAY, 21 SEP 2022

... their service and encouraged them to remain engaged and involved in the profession. Meanwhile, on the Quality of Advice Review, Perera welcomed the move away from prescriptive to principles-based legislation. "It means there's going to be significant ...

AFA Thrive Conference kicks off

CASSANDRA BALDINI | WEDNESDAY, 21 SEP 2022

... expected highlights over the next three days are Michelle Levy's panel discussion around how the Quality of Advice Review will impact the advice sector as well as AFA chief executive Phil Andersons session on advocating for advice. The first presenter ...

The time for change is now: Jones

CASSANDRA BALDINI | WEDNESDAY, 21 SEP 2022

... the advice sector. Appearing via video link on the opening day of the conference, Jones spoke of the Quality of Advice Review and the sweeping changes proposed so far, saying: "Now is the time. We want to ensure we do it properly, we want to ensure we ...

Research explores advice industry's maturation

ANDREW MCKEAN | TUESDAY, 20 SEP 2022

... to act in clients' best interests is one of the things Michelle Levy has proposed be removed under the Quality of Advice Review. Survey results also indicated that financial advisers are becoming more familiar with the value of accessing their body of ...

Active Super reaffirms commitment to regional members

JAMIE WILLIAMSON | FRIDAY, 2 SEP 2022

Home to more than 12% of its members, Active Super has opened a new office to service Newcastle and the Central Coast, with chief executive Phil Stockwell saying the importance of regional and rural New South Wales to the fund can't be downplayed. ...

Midwinter unveils new adviser tool

CHLOE WALKER | WEDNESDAY, 31 AUG 2022

... client meetings and reduced time and effort to produce a Statement of Advice." Interestingly, in the Quality of Advice Review's interim report and consultation paper released this week, chair Michelle Levy suggested removing the requirement for financial ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON | MONDAY, 29 AUG 2022

... proposals, saying the consultation paper released today provides "a sensible roadmap" and a way forward. The Quality of Advice Review consultation paper was released this afternoon, outlining several substantial changes Levy believes are necessary for ...

Focus on providing 'good advice': QAR draft proposals

JAMIE WILLIAMSON, CASSANDRA BALDINI | MONDAY, 29 AUG 2022

A focus on providing 'good advice', the scrapping of general advice, and allowing superannuation funds to provide personal financial advice are just some of the proposed reforms contained in the Quality of Advice Review's consultation paper. ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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