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Showing 31 - 40 of 46 results for "Michelle Levy"

UK regulator to inspect advice and guidance rules

CASSANDRA BALDINI  |  TUESDAY, 4 OCT 2022
A review of the boundaries between advice and guidance will be carried out by the Financial Conduct Authority (FCA). Regulatory burden pricing consumers out of advice is being felt across the pond and in response, the UK regulator said it's taking ...

Tech providers support QAR SOA proposals

CASSANDRA BALDINI  |  THURSDAY, 29 SEP 2022
... to remove Statements of Advice. Advice Intelligence founder and chief executive Jacqui Henderson said QAR chair Michelle Levy makes a critical point, consumers want good advice, not documents and processes. In the response, titled Through the Lens of ...

No surprise advice industry fears ASIC: Panel

CASSANDRA BALDINI  |  FRIDAY, 23 SEP 2022
... 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 me," Sciacca ...

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 ...

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
... concluded that he is enthusiastic about the review and said there hasn't been anyone as active in consultation as Michelle Levy.

AFA Thrive Conference kicks off

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
The Association of Financial Advisers' national conference is back in-person for the first time in three years, taking place on the Gold Coast. Delegates were welcomed to the conference by hosts Cara Williams from Sufficient Funds and Tim Ross from ...

The time for change is now: Jones

CASSANDRA BALDINI  |  WEDNESDAY, 21 SEP 2022
... announced the Quality of Advice Review, she had my full support. When I was appointed to this position I met with Michelle Levy and said, 'I want you to continue your work I won't be interfering with it'. "My north star is always going to be the ...

Research explores advice industry's maturation

ANDREW MCKEAN  |  TUESDAY, 20 SEP 2022
... towards professional recognition. Interestingly, 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 ...

Midwinter unveils new adviser tool

CHLOE WALKER  |  WEDNESDAY, 31 AUG 2022
... 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 advisers to provide a Statement of Advice unless specifically requested by ...