Search Results | Showing 1 - 10 of 46 results for %22Michelle Levy%22 |
| | The UK's Pension Protection Fund named a new chief executive, formerly on the executive team at PSP Investments. Michelle Ostermann will succeed Oliver Morley as chief executive of the $62.8 billion fund, which oversees the defined benefit entitlements ... |
| | | ... remove the red tape that is restricting Australians from accessing financial advice. Jones has accepted many of QAR chair Michelle Levy's recommendations either fully or in principle. Eliminating many bugbears for financial advisers, the Safe Harbour ... |
| | | ... there's a strong reason for why we should be wanting to get rid of FDSs," he said. Quality of Advice Review chair Michelle Levy recommended the elimination of FDSs in her February report. Instead, she wrote, advisers should provide a single annual ... |
| | | Quality of Advice Review chair Michelle Levy says the government is stalling the implementation of the recommendations set out in her final report. The 267-page report, initially released to government in December, included 13 primary recommendations ... |
| | | ... association. He explained the new association is focused on key initiatives and invested a lot of time with QAR chair Michelle Levy to help her better understand the role and definition of digital advice. And there are three key goals of the association ... |
| | | ... prioritised. The original QAR proposal suggested removing the legislated BID however after much industry feedback Michelle Levy amended her final report to recommend a Statutory Best Interests Duty. "We now have nearly 10 years of experience with the ... |
| | | ... superannuation fund members, but many are convinced that this only works in theory. The Quality of Advice Review chair Michelle Levy stuck to her guns at the recent SMSFA Conference, forging ahead with the idea that financial advice should be easily ... |
| | | ... personal advice to their members regarding their interests in the fund, including the transition to retirement. Michelle Levy explained in doing so, trustees will be required to consider member's personal circumstances, including their family situation ... |
| | | ... advice. Super Consumers Australia director Xavier O'Halloran said the regulatory framework proposed by review chair Michelle Levy will result in independent, professional advice being only accessible to those who can afford it. Those who cannot "will ... |
| | | ... Financial advisers and non-relevant providers should share the load when it comes to giving simpler financial advice, Michelle Levy maintains. As previously flagged in the draft proposals, Levy has suggested the Corporations Act be amended to provide ... |
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