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Showing 61 - 70 of 111 results for "Quality of Advice Review"

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
... 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 well as panel discussions hosted by keynote speakers ...

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
... Technical Services Forum in Sydney this week, Assured Support managing director Sean Graham said that the Quality of Advice Review is disappointing for advisers who have worked hard to build the foundations of an advanced profession, only to be faced ...

Advisers, non-relevant providers will not compete: Levy

CASSANDRA BALDINI  |  WEDNESDAY, 16 NOV 2022
... non-relevant providers to 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 ...

QAR leaves insurance commissions alone

JAMIE WILLIAMSON  |  THURSDAY, 3 NOV 2022
A new paper from the Quality of Advice Review recommends life insurance commissions be retained, but additional disclosure rules be introduced to ensure clients consent to the payments. In August, the first proposals paper from the Quality of Advice ...

Advice fees jump 16% in FY22

CASSANDRA BALDINI  |  FRIDAY, 21 OCT 2022
... and the actual monetary benefit 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 ...

QAR could see 12% increase in insured Aussies

CHLOE WALKER  |  THURSDAY, 20 OCT 2022
... million Australians have the life insurance cover they need. Research by NMG Consulting found that if the Quality of Advice Review (QAR) results in the implementation of a scaled advice model and other reforms to simplify advice, there will be a 12% ...

Choice performance test pause in members' best interests: Chant West

CASSANDRA BALDINI  |  FRIDAY, 14 OCT 2022
... This would provide a much fuller picture of overall performance," he said. Separately, commenting on the Quality of Advice Review's recent proposals paper, Zenith Investment Partners chief executive David Wright said he is not satisfied with Levy's ...

UK regulator to inspect advice and guidance rules

CASSANDRA BALDINI  |  TUESDAY, 4 OCT 2022
... level of consumer protection." The FCA announcement shares a similar sentiment to Michelle Levy's Quality of Advice Review (QAR). In August the QAR consultation paper was released and outlined several substantial changes believed necessary to revitalise ...