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Showing 31 - 40 of 336 results for "Professional Standards"

Better Advice regulations hit parliament

KARREN VERGARA  |  FRIDAY, 25 JUN 2021
... required. "The current drafting does not meet the government's intention of creating a single set of professional standards for financial planners and a single regulatory regime," De Gori said. "The FPA will continue to advocate for reform that reduces ...

Real estate AUM recovers

ANNABELLE DICKSON  |  FRIDAY, 25 JUN 2021
... Australian real estate sector's strong, long-term underlying fundamentals," ANREV director of research and professional standards Amélie Delaunay said. "It was interesting to see sector-focused managers such as Goodman and Charter Hall enjoy notable ...

FPA launches file note guidance

ELIZABETH MCARTHUR  |  MONDAY, 26 APR 2021
... a discussion. It also allows advisers to demonstrate that their conduct was consistent with appropriate professional standards. "File notes no longer need to be paper-based. There are new and more efficient ways for financial planners to build a proper ...

Life industry to launch framework

ANNABELLE DICKSON  |  WEDNESDAY, 21 APR 2021
The life insurance industry is developing a Professional Standards Framework for all claims and underwriting professionals, with support from the Australian and New Zealand Institute of Insurance and Finance (ANZIIF). The framework is being developed ...

IOOF firms abandon ship

ANNABELLE DICKSON  |  WEDNESDAY, 17 MAR 2021
... they know our growth and success is linked to theirs," Moustacas said. "And thirdly, in my opinion their professional standards team is the best in the industry, which gives us comfort that the other advisers in the network will have the same high level ...

FPA names Gwen Fletcher Memorial Award winner

ELIZA BAVIN  |  THURSDAY, 25 FEB 2021
... recognised his ongoing commitment to improving the financial planning profession through education and higher professional standards. "The FPA is pleased to hear positive feedback around the online program, particularly the flexibility it offers to financial ...

Wage subsidy needed for new entrants: AFA

JAMIE WILLIAMSON  |  THURSDAY, 4 FEB 2021
... this, particularly when the number of financial advisers is declining so rapidly and at the same time the professional standards are being increased," the AFA said. The association said it assumes one driver for the increase is ramped up action against ...

Government to wind up FASEA

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... primary responsibility for government oversight of the conduct of financial planners, setting mandatory professional standards, investigating potential breaches of mandatory standards and law, and applying discipline," FPA chief executive Dante De Gori ...

Count Financial targets growth with new hire

ANNABELLE DICKSON  |  WEDNESDAY, 25 NOV 2020
... licensee model borne by the adviser to member firms and rejigged its adviser cohort to ensure they meet the professional standards in place. At its recent annual general meeting, CountPlus chief executive Matthew Rowe Rowe said a further 240 financial ...

FPA board member joins new firm

ELIZABETH MCARTHUR  |  THURSDAY, 19 NOV 2020
... right experience, including 10 years as a self-licensed adviser, and deep knowledge of the need to pair professional standards with the right commercial focus when pricing the value of advice for financial planning firms," Jones said. "At the heart of ...