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Showing 21 - 30 of 46 results for "Michelle Levy"

ALRC should prioritise advice regulations: FPA

CASSANDRA BALDINI  |  THURSDAY, 8 DEC 2022
... services laws," she commented. Abood explained the ALRC's review complements the Quality of Advice Review (QAR) led by Michelle Levy. Both reviews consider "equally vital and distinct elements" of the corporations and financial services laws applicable ...

Financial advice adds $150k in retirement: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 29 NOV 2022
... increasing funds' ability to provide financial advice. This was one of the main proposals put forward by QAR chair Michelle Levy earlier this year. "Our hope is that through research like that which we're now undertaking, we can provide meaningful insights ...

Advisers must register for FSCP: ASIC

CASSANDRA BALDINI  |  THURSDAY, 24 NOV 2022
... incorporated into the quality of advice review. We passed on our LIF review results and data to the independent reviewer Michelle Levy and the Treasury Secretariat and the high-level results from the data collected," she said. "The advice reviews were ...

No big surprises, Levy promises

CASSANDRA BALDINI  |  WEDNESDAY, 23 NOV 2022
Fronting the FPA Professionals Congress, Quality of Advice Review chair Michelle Levy confirmed there will be no big surprises in her final proposals, due December 16. Appearing alongside FPA chief executive Sarah Abood, Levy explained she has been ...

What to expect at FPA Congress 2022

CASSANDRA BALDINI  |  TUESDAY, 22 NOV 2022
... up there with our biggest numbers," she said. Broome highlighted timely regulatory sessions such as hearing from Michelle Levy just weeks out from the final Quality of Advice Review proposals and legislative updates in financial planning from ASIC, as ...

We do get it: Levy

CASSANDRA BALDINI  |  FRIDAY, 18 NOV 2022
Michelle Levy has responded to suggestions there's been minimal financial adviser input to the Quality of Advice Review, saying there's a lot more going on behind the scenes than people realise. Speaking on the Financial Standard podcast, Levy ...

If it ain't broke, don't fix it: Graham

CHLOE WALKER  |  FRIDAY, 18 NOV 2022
... bureaucratic, they're intimidating, and they're frankly useless documents on any level," he said. "One of the things Michelle Levy says is that you don't need SOAs because you have file notes. Well, the problem with that is that clients don't ...

Advisers, non-relevant providers will not compete: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 16 NOV 2022
... provide advice as they're occupying different worlds and serving different needs, Quality of Advice Review chair Michelle Levy says. Speaking to Financial Standard for an upcoming podcast, Levy touched on the QAR proposal to cause perhaps the most ...

QAR leaves insurance commissions alone

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2022
... ongoing service they will provide to the client in relation to the life risk product, the paper says. QAR chair Michelle Levy said: "I have been persuaded that there are some benefits and some circumstances in which benefits which are reasonably likely ...

Advice fees jump 16% in FY22

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
... of each strategy for that client," he said. He further pointed to the Quality of Advice Review (QAR) paper where Michelle Levy prioritised accessibility of advice by putting forward several proposals that simplified reporting requirements on advisers ...