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Showing 1371 - 1380 of 2485 results for "Association of"

AMP lifts minimum adviser standards

LAURA MILLAN  |  THURSDAY, 21 AUG 2014
... by mid-2015. The measures announced today have the support of the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA).A AMP is liaising with these groups and calling on the industry to adopt these measures. "The actions ...

SPAA launches pilot program for "complex" issues

STAFF WRITER  |  WEDNESDAY, 20 AUG 2014
The SMSF Professionals' Association of Australia (SPAA) has developed a new online technical mentoring pilot program for its specialist members with focus on complex and difficult scenarios. The new educational program is available to members holding ...

Licensees must be more open to social media: AFA

ALICE URIBE  |  TUESDAY, 19 AUG 2014
... Licensees that allow advisers to be active on social media could soon be more appealing to advisers according the Association of Financial Advisers chief executive Brad Fox. Speaking on a panel at the AdviserEdge Social Advice Summit on the Gold Coast ...

Licensee transparency far more urgent than advice register

LAURA MILLAN  |  THURSDAY, 14 AUG 2014
... provide references when an adviser leaves a dealer group is more urgent than the government's advice register, the Association of Financial Advisers (AFA) chief executive Brad Fox said. "My belief is that it's more important and more urgent because ...

AFA appoints chief commercial officer

LAURA MILLAN  |  TUESDAY, 12 AUG 2014
The Association of Financial Advisers has created the role of chief commercial officer, a position responsible for the association's commercial relationships with stakeholders and consumer campaigns. Pinnacle Practice director Anne Fuchs will take over ...

Leeanne Turner wins FEAL fund executive of the year

STAFF WRITER  |  MONDAY, 11 AUG 2014
Motor Trades Association of Australia Superannuation Fund (MTAA Super) chief executive Leeanne Turner has won the 2014 fund executive of the year by the Fund Executive Association Limited (FEAL) and AMP Capital. Turner has more than 25 years' experience ...

Advice register talks focus on financial advice scope

LAURA MILLAN  |  MONDAY, 4 AUG 2014
... sense is that they should be categorised in different segments depending on what kind of advice they provide." The Association of Financial Advice (AFA) chief executive officer Phil Anderson attended the meeting on Thursday and told Financial Standard ...

AFA Excellence in Education state winners announced

HARRY PAGE  |  FRIDAY, 1 AUG 2014
The state winners of the Association of Financial Advisers (AFA) 2014 Excellence in Education Award (the Award) were announced at the AFA July National Roadshow. The 2014 finalists for are Charles Badenach from Main Street Financial Solutions, Shaun ...

Better use of client information essential to adviser success

LAURA MILLAN  |  THURSDAY, 31 JUL 2014
... process we collect more information than any other industry, but we barely use it," Heine said at a roadshow of the Association of Financial Advisers (AFA) in Sydney. He told advisers that "we need to start leveraging what we know about our clients." ...

Tax retirement earnings at flat 15%, says consultant

JAMES FERNYHOUGH  |  THURSDAY, 31 JUL 2014
... (SMSFs), according to Andrew Baker, managing partner at Tria Investment Partners. Speaking at an event hosted by the Association of Superannuation Funds of Australia (ASFA) this week, Andrew Baker said that, for SMSFs, "paying tax is optional" because ...