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Showing 51 - 60 of 280 results for "Levy"

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 president positive on industry outlook

ANDREW MCKEAN  |  WEDNESDAY, 21 SEP 2022
... it means we risk reverting back to the very prescriptive nature of regulation that we're trying to get away from." On the Levy review, he concluded that if advisers are serious about making a dent in the number of Australians seeking financial advice ...

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 ...

CSLR legislation tabled, advice sector responds

ANDREW MCKEAN  |  FRIDAY, 9 SEP 2022
... of operation, which is proposed to commence from 1 July 2023. However, the scheme will be fully industry funded through a levy on relevant financial service and credit licensees in the subsequent years of the scheme's operation. The Financial Planning ...

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 ...

A sensible roadmap: Industry responds to QAR paper

JAMIE WILLIAMSON  |  MONDAY, 29 AUG 2022
... forward. The Quality of Advice Review consultation paper was released this afternoon, outlining several substantial changes Levy believes are necessary for revitalising the financial advice sector, making advice more affordable and accessible. Her recommendations ...