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Showing 31 - 40 of 54 results for %22United Financial Advisers Association%22

FPA, AFA partner on life insurance

KANIKA SOOD  |  FRIDAY, 14 JUN 2019
... commissions offer consumers an affordable way to access life insurance advice. "We believe it is very important to have a united and consistent message from the advice community about the future of life insurance that we can share with government and ...

Advice associations combine for code monitoring

DARREN SNYDER  |  TUESDAY, 18 DEC 2018
... will be required to subscribe to an approved scheme by 15 November 2019," De Gori said. "The co-operating associations are united by a joint purpose to ensure that financial planners and advisers can choose to subscribe to a professional associations ...

CFA Institute asks FASEA to recognise charterholders

KANIKA SOOD  |  WEDNESDAY, 10 OCT 2018
... dry up and the industry goes through a structural change? Smith thinks they will. "We have had a good experience in the United States and in Canada," he said. "I think something like 35% of the CFA charterholders there are in private wealth advisory. ...

FPA, AFA should merge to keep advice strong

LAURA MILLAN  |  MONDAY, 30 NOV 2015
... Advisers (AFA) and the Financial Planning Association (FPA) to merge. "By having the advice associations merge into a single united body we will reinforce the emphasis on advice and the outcome will be real leadership and genuine vision." He argued that ...

US schools should teach finlit

ALEX DUNNIN  |  THURSDAY, 26 MAR 2015
... Industry and Financial Markets Association (SIFMA) said in a policy briefing that: "There is a savings challenge in the United States that is detrimental to our economic success. In order to address this challenge, SIFMA believes financial literacy and ...

Government urged to leave super taxation alone

MARK SMITH  |  THURSDAY, 19 FEB 2015
... financial advisers as members of a profession and not as product salesmen." Finally, Mason called for the industry to present a united front to government instead of denigrating each other. "All too often in the past, stakeholders in the industry have ...

Government repeals Palmer FoFA changes

LAURA MILLAN  |  WEDNESDAY, 17 DEC 2014
The government has repealed the Palmer United Party's (PUP) proposed changes to the Future of Financial Advice (FoFA) legislation and grandfathering amendments have become law. The registration of the grandfathering provisions will see these regulations ...

Industry furious at financial advice swap

AAP & ALICE URIBE  |  THURSDAY, 20 NOV 2014
... Advice (FoFA) laws were demolished in the Senate overnight. Labor, the Greens and four crossbenchers, including Palmer United Party's Jacqui Lambie, argued the Coalition's proposed changes would leave investors vulnerable to a future financial collapse. ...

Cormann tables adviser register to "weed out bad apples"

LAURA MILLAN  |  THURSDAY, 17 JUL 2014
... issues. The announcement comes shortly after the government agreed on implementing additional requirements by the Palmer United Party and the Australian Motoring Enthusiasts Party on the Future of Financial Advice (FoFA) legislation. Cormann also noted ...

Government succeeds in securing final FoFA changes

LAURA MILLAN  |  WEDNESDAY, 16 JUL 2014
The government's deal with the Palmer United Party (PUP) means that the proposed changes to the Future of Financial Advice (FoFA) legislation are set to go through. The final changes include the removal of the opt-in requirement, which asked clients ...