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Showing 281 - 290 of 1163 results for "Quality of"

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... additional steps 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. ...

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
... building 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 ...

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
... existing 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 ...

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
... 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, we want ...

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 ...

North adds Cboe access to platform

CHLOE WALKER  |  MONDAY, 19 SEP 2022
... the Cboe trading platform," she said. "North's managed portfolios have seen exceptional growth - an indication of the quality of the investment managers we partner with, our technology platform, and the service the North team provide advice practices ...