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Showing 11 - 20 of 52 results for "TAA"

Experience pathway could create two adviser tiers

KARREN VERGARA | TUESDAY, 23 MAY 2023

... don't want to create two tiers of advice. We don't want to try and make distinctions with consumers," she said. The TAA prefers the same naming convention for all financial advisers in law. "The difference between an experienced adviser and a ...

TAA urges active recruitment for industry sustainability

KARREN VERGARA | FRIDAY, 17 MAR 2023

The Advisers Association (TAA) is urging the industry to proactively attract more entrants to the profession, starting by working closely with universities and education providers. TAA chief executive Neil Macdonald said advisers should think laterally ...

Former van Eyk Research chief sentenced

JAMIE WILLIAMSON | WEDNESDAY, 16 NOV 2022

... Management to recommend and facilitate a $5 million investment in the Wholesale Enhanced Income Fund. That money was then loaned to TAA Melbourne to buy a share of van Eyk, of which Thomas was chief executive. This was done to prevent a third-party company ...

Adviser associations to merge

CASSANDRA BALDINI | THURSDAY, 30 JUN 2022

... Representatives Association (ARA), have voted to close the 40-year-old association and merge with The Advisers Association (TAA). ARA represents around 90 Charter Financial Planning businesses and approximately 250 advisers. Its members voted for the ...

Former van Eyk chief executive pleads guilty

JAMIE WILLIAMSON | WEDNESDAY, 1 JUN 2022

... a separate fund, the Wholesale Enhanced Income Fund. He did so while knowing the funds would be loaned to another company, TAA Melbourne Pty Ltd, with the intention of purchasing an interest in the research house. ASIC also alleged that he deliberately ...

TAA calls for prudent pace for reforms

KARREN VERGARA | TUESDAY, 8 MAR 2022

... "Let's look very closely at the potential impact of any changes on consumers, advisers and other stakeholders before we leap," TAA chief executive Neil Macdonald said. With similar goals to the ALRC, the QAR aims to streamline and simplify regulatory ...

The Advisers Association appoints chair

CHLOE WALKER | WEDNESDAY, 16 FEB 2022

The Advisers Association (TAA) appointed Queensland-based Bill Beimers as its new chair. Beimers is the founder and managing director of SEQ Advice, a Queensland-based financial advice and services practice. Beimers has served on the TAA board as vice ...

Industry mixed over FSC advice framework

ANNABELLE DICKSON | FRIDAY, 15 OCT 2021

... FSC is trustworthy - particularly for risk advisers. The Association of Financial Advisers (AFA), The Advisers Association (TAA) and Synchron support changes that will lead to affordable advice for consumers and relieving the compliance burden for financial ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON | MONDAY, 26 JUL 2021

... focus on what they do best - delivering quality advice to their clients as well as delivering more advice to more Australians. TAA is pleased with the collaborative way that the new AMP Australia management team engaged in this process," Armstrong said. ...

Former van Eyk chief charged

JAMIE WILLIAMSON | FRIDAY, 21 MAY 2021

... of the BIML investment and its purpose". He did so while knowing that the funds from the BIML investment would be loaned to TAA Melbourne Pty Ltd (TAA) to purchase an interest in van Eyk Research to prevent a third party from obtaining a majority shareholding ...

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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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