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Showing 1231 - 1240 of 6584 results for "Review"

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
Financial planning technology providers have agreed with the Quality of Advice Review's (QAR) proposal to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical ...

Advisers given access to wellbeing service

JAMIE WILLIAMSON  |  WEDNESDAY, 28 SEP 2022
MLC Life is rolling out its Vivo health and wellness service to the financial advice practices it partners with. The insurer said making the service available to financial advisers and their staff for free will help ease the high levels of stress in ...

Retirement fears on the rise: AMP

CHLOE WALKER  |  WEDNESDAY, 28 SEP 2022
... focused than ever on helping members retire well through better products and services," Hillier said. "The Quality of Advice Review should also lead to more affordable and accessible financial advice."

Vanguard to liquidate factor ETF

JAMIE WILLIAMSON  |  TUESDAY, 27 SEP 2022
... elsewhere, this is reportedly the first time one of its US ETFs has been liquidated. It said the decision was part of an ongoing review of its global product lineup to ensure each of its offerings is meeting the needs of clients. It added that it continues ...

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... that arguably are not required by law. He directed the first question to Sciacca and pointed out that Quality of Advice Review chair Michelle Levy was surprised by the level of fear the advice community has with ASIC during her review. "It doesn't surprise ...

Future2 Foundation appoints co-general managers

CHLOE WALKER  |  FRIDAY, 23 SEP 2022
... the collaboration and innovation that role sharing brings and are excited to join the Future2 Foundation. "It's timely to review the structure and resourcing of Future2, and working with Lucy and Maddie provides a dedicated resource to focus on ensuring ...

Still work to do on QAR: Levy

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
Michelle Levy recounted hearing feedback on the Quality of Advice Review (QAR) for the first time to a panel comprising Association of Financial Advisers chief executive Phil Anderson, Financial Planning Association of Australia chief executive Sarah ...

Burgeoning challenges of the advice industry: Padua

ANDREW MCKEAN  |  THURSDAY, 22 SEP 2022
... relationships and engaging the client in the advice process. It's an important consideration for us and the Quality of Advice Review will go away to address that we reduce the time it takes to produce advice documents," Esler said. The second big issue ...

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 ...