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Showing 231 - 240 of 805 results for "AFA"

ASIC remains firm on IFA definitions

DARREN SNYDER | TUESDAY, 14 NOV 2017

... (SOA) in RG 90 with a new example SOA. The updated RG 90 will be released shortly. The Association of Financial Advisers (AFA) has previously said ASIC's interpretation of the terms "independent", "impartial" and "unbiased" is too restrictive. The Financial ...

ASIC appoints former AFA chief

ALEX BURKE | MONDAY, 13 NOV 2017

ASIC has named the 18 members of its Financial Services and Credit Panel (FSCP), including the former chief executive of the Association of Financial Advisers. Brad Fox will join the FSCP along with Annette Spencer, Bruce Debenham, Calvert Duffy, Christina ...

Synchron hires new state manager from AMP

ALEX BURKE | TUESDAY, 31 OCT 2017

... extensively with industry associations such as the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) to help promote our profession." Regenass will replace Sheridan Wright, whom Synchron said has taken a "senior management ...

AFA praises FASEA's 'sensible' first priority

JAMIE WILLIAMSON | FRIDAY, 27 OCT 2017

... the education pathway for new advisers is an encouraging first step by the board. The move by FASEA has been welcomed by the AFA, with chief executive Phil Kewin labelling it as an "eminently sensible announcement." He said providing certainty and direction ...

Super changes increasing adviser workload: Financial Standard poll

KARREN VERGARA | MONDAY, 16 OCT 2017

... "Focus on things that are tremendously painful and think about those as candidates for innovation," Symons said at the recent AFA 2017 National Adviser Conference. "Most of your industry loves meeting clients but that love then decays quickly when the ...

AFA can contribute to draining the swamp: George

JAMIE WILLIAMSON | MONDAY, 16 OCT 2017

... to mandatory reference checking of advisers that frequently change licensee. Speaking as part of a panel discussion at the AFA's National Adviser Conference, Alexis George said the various sectors of the financial services industry need to get better ...

Mindfulness coach recognised for excellence in advice

JAMIE WILLIAMSON | MONDAY, 16 OCT 2017

... connection between the thoughts and actions that may be influencing her client's feelings around money. In congratulating Schodel, AFA chief executive Phil Kewin said: "Lea redefines financial advice that demonstrates a meaningful and tangible connection ...

AFA launches mental health service

DARREN SNYDER | MONDAY, 16 OCT 2017

... Australia's largest providers of employment assistance programs to help its membership with mental health support services. AFA Care is a partnership with Davidson Trahaire Corpsych and was officially launched at the AFA 2017 National Adviser Conference ...

Advisers can transform tragedy

DARREN SNYDER | MONDAY, 16 OCT 2017

... marker for the Australian financial advice industry will be how it copes as the baby boom becomes a death boom. Speaking at the AFA 2017 National Adviser Conference on the Gold Coast, Corgenius chief executive Amy Florian said how advisers deal with ...

AFA keeps financial literacy front of mind

DARREN SNYDER | MONDAY, 16 OCT 2017

... Financial Advisers will soon join an updated list of supporters for ASIC's National Financial Literacy Strategy. Heading up the AFA's Financial Literacy Working Group, Dianne Charman told Financial Standard the AFA has constantly worked with the corporate ...

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Australian Unity to shed 195 roles

MATTHEW WAI

Australian Unity is reducing its workforce by 195 positions due to underperformance stemming from delays in government support for its Home Health platform and the integration of several businesses.

Count shutters limited-advice business, slips in size ranking

MATTHEW WAI

Count Financial has reportedly wound up its restricted SMSF/limited-advice service, losing some 26 advisers on the Financial Adviser Register, latest data shows.

First Super recruits head of investments from Prime Super

MATTHEW WAI

First Super has appointed a new head of investments, replacing Chris Artis, who was in the position for the past three months on an interim basis.

BMO eyes Euroz Hartleys' capital markets business

KARREN VERGARA

Euroz Hartleys confirmed it is in discussions with Canada's BMO Financial Group for a potential sale of its capital markets business for $145 million.

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