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Showing 151 - 160 of 398 results for "Anderson"

Compliance worse than COVID-19

ALLY SELBY  |  THURSDAY, 23 APR 2020
... $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. "There is a strong view that the cumulative impact of a series ...

Court restricts Mayfair advertising

ELIZA BAVIN  |  MONDAY, 20 APR 2020
... deposit, term deposit alternative or term investment Mayfair debenture products would appear as sponsored links. Justice Anderson of the Federal Court made the order to restrain Mayfair Platinum and Mayfair 101, from all advertising, promotion and marketing ...

Association of Financial Advisers bolsters team

ELIZABETH MCARTHUR  |  WEDNESDAY, 8 APR 2020
... Prior to that, she was a training manager at Count Financial. AFA general manager of policy and professionalism Phil Anderson welcomed Garrard to the team. "Caz Garrard has joined the AFA as manager education, policy and professionalism, replacing Angela ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR  |  THURSDAY, 2 APR 2020
... 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 of thoughts" to the government about three weeks ago and ...

Australian Unity investment boss to lead Mercer

HARRISON WORLEY  |  TUESDAY, 24 MAR 2020
... and the leader of the global firm's Pacific zone operations. Reporting to Mercer international region president David Anderson, Bryant will replace the firm's outgoing boss Ben Walsh, who will join AIA Australia as chief life insurance officer in June. ...

Mercer chief executive to step down

HARRISON WORLEY  |  TUESDAY, 10 MAR 2020
... begin her new role on April 30. Bloch will also succeed Walsh as Mercer's Pacific zone leader. Mercer president David Anderson paid tribute to Walsh's contribution to the firm, which began in the early 1990s when he joined as a graduate. "Ben has been ...

How to ensure clients will pay higher fees

ELIZABETH MCARTHUR  |  FRIDAY, 28 FEB 2020
... 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 conversations with clients on fees. At the AFA Roadshow event this ...

Life commissions, referral fees still kosher: AFA

ELIZABETH MCARTHUR  |  THURSDAY, 27 FEB 2020
... fees, and took aim at a former FASEA board member in the process. AFA general manager of policy and professionalism Phil Anderson dove into commissions and fees in a detailed presentation in light of the FASEA Code of Ethics, Life Insurance Framework ...

Advisers still unclear on referral rules

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JAN 2020
... confusion and uncertainty," Marshan said. Association of Financial Advisers general manager, policy and professionalism Phil Anderson said many advisers have raised concerns regarding the impact of the code on the viability of their businesses - particularly ...

AFA calls out FASEA chief inconsistency

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
The Association of Financial Advisers general manager, policy and professionalism Phil Anderson has hit back at Financial Adviser Standards and Ethics Authority chief executive Stephen Glenfield, over recognition of CPD. Glenfield made comments at a ...