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Showing 91 - 100 of 294 results for %22Quality of Advice Review%22

A year of change: Phil Anderson

CASSANDRA BALDINI  |  THURSDAY, 22 SEP 2022
... of positive change. "We're out there seeing things that are going to make it easier for advisers to provide quality advice to their clients, and I'm positive about what the future will look like," he explained. "We have to keep working with the ...

AFA president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
... thanked them for 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 ...

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... challenges ahead. Some 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 ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... time for change in 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 ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... the obligation 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 ...

Active Super reaffirms commitment to regional members

JAMIE WILLIAMSON  |  FRIDAY, 2 SEP 2022
... because of the YourSuper positioning, Stockwell said: "Look, it all helps." Further, touching on the recent release of the Quality of Advice Review's consultation paper and the suggestion that super funds should be able to provide personal financial ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... conversations during 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 ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... strong member outcomes for platform clients," Fryer said. The adviser services component includes criteria such as the quality of the platform's adviser portal and other digital tools, the process for buying and selling assets, business level reporting ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... draft reform 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 ...

Focus on providing 'good advice': QAR draft proposals

JAMIE WILLIAMSON, CASSANDRA BALDINI  |  MONDAY, 29 AUG 2022
... advice duty, the duty to warn the client and Chapter 7's duty of priority. Levy said this would encourage better quality advice and provide consumers and advisers with clarity as to what they can expect and what's required of them. She went on ...