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Showing 61 - 70 of 294 results for "Levy"

UK regulator to inspect advice and guidance rules

CASSANDRA BALDINI  |  TUESDAY, 4 OCT 2022
... several substantial changes believed necessary to revitalise the advice sector, making it more affordable and accessible. Levy said so far the draft proposal feedback has been mostly positive but there is still work to do in making the sector balanced. ...

Industry funding model discussion commences

JAMIE WILLIAMSON  |  FRIDAY, 30 SEP 2022
... stakeholders should consider the impact each of the options might have on entities, including cost burden; the appropriate levy formula for option one; and the appropriate metrics to be used in options two and three. It's also asked whether it's more ...

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 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 ...