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Showing 131 - 140 of 775 results for "Association of Financial Advisers"

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
... how much they charge them, with the average adviser losing $550 on the upfront relationship." Association of Financial Advisers general manager of policy and professionalism Phil Anderson said regulatory requirements had increased the cost of advice. ...

Isolated advisers enter the digital age

ALLY SELBY  |  THURSDAY, 9 APR 2020
... a perfect storm before the coronavirus outbreak in terms of being hit from all directions," Association of Financial Advisers chief executive, Philip Kewin said. "But if there is one positive thing that has come out of the last few weeks, it's that ...

Association of Financial Advisers bolsters team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 APR 2020
The Association of Financial Advisers has appointed a new manager education, policy and professionalism. Caz Garrard will step into the position, replacing Angela Karas. Karas has moved to First State Super as business enablement manager. Karas had ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... as needing a bit of help in order to help people with tough financial situations right now. Association of Financial Advisers general manager of policy and professionalism Phil Anderson agrees, saying the AFA is on the case. The AFA already put one "set ...

Advice groups criticise rushed legislation

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 MAR 2020
... Commission has been met with concern and criticism from financial advice industry groups. Both the Association of Financial Advisers and The Advisers Association have lashed out at Treasury, with the former saying the reforms will make financial advice ...

How to ensure clients will pay higher fees

ELIZABETH MCARTHUR  |  FRIDAY, 28 FEB 2020
... going to have to make some hard calls when it comes to who they can feasibly continue servicing. Association of Financial Advisers' general manager of policy and professionalism Phil Anderson says financial advisers need to be prepared to have tough ...

Life commissions, referral fees still kosher: AFA

ELIZABETH MCARTHUR  |  THURSDAY, 27 FEB 2020
A regulatory update at the Association of Financial Advisers' Roadshow event in Sydney provided financial advisers a clear message on life insurance commissions and referral fees, and took aim at a former FASEA board member in the process. AFA general ...

Former AMP, Synchron adviser charged

HARRISON WORLEY  |  FRIDAY, 21 FEB 2020
... surrender his passport. According to the ASIC Financial Adviser Register, Dick is a member of the Association of Financial Advisers. Earlier this week a 73-year-old man from Nowra in New South Wales was sentenced to a term of two years imprisonment for ...

Focus to acquire stake in MEDIQ

KANIKA SOOD  |  WEDNESDAY, 19 FEB 2020
Following its acquisition of a stake in Escala Partners, New York-based Focus Financial Partners is set to buy a slice of Melbourne-based MEDIQ Financial Services. Focus has entered a definitive agreement to partner with Ravi Agarwal's MEDIQ Financial ...

FASEA extension passes

ELIZABETH MCARTHUR  |  THURSDAY, 13 FEB 2020
... which is an additional two years. The Financial Planning Association of Australia (FPA) and Association of Financial Advisers (AFA) lobbied for these extensions. FPA chief executive Dante De Gori responded to news of the bill passing on LinkedIn, saying ...