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Showing 521 - 530 of 805 results for "AFA"

Best Interest drives advisers away from products

LAURA MILLAN  |  MONDAY, 29 JUL 2013
... Unity Personal Financial Planning head of financial advice Craig Meldrum said during an Association of Financial Advisers (AFA) roadshow in Sydney. Meldrum told the audience that advisers will have to put together "a defensible advice process so if the ...

Connections key to succession planning

LAURA MILLAN  |  THURSDAY, 25 JUL 2013
... planning business, Guardian Advice executive manager Simon Harris said. Speaking at an Association of Financial Advisers (AFA) roadshow in Sydney, Harris recommended advisers to have a succession plan ready for their business, even if they are not thinking ...

AFA to release code of conduct this year

LAURA MILLAN  |  WEDNESDAY, 24 JUL 2013
The Association of Financial Advisers (AFA) will release a finalised code of conduct by the end of this year, the organisation revealed today. The AFA already released a draft code of conduct in July 2012 and has been waiting for the Australian Securities ...

AFA to welcome "first timers" in 2013 conference

LAURA MILLAN  |  MONDAY, 22 JUL 2013
The Association of Financial Advisers (AFA) is ready to welcome new delegates at its 2013 Conference in October with an event specifically designed to help them. The "First Timers" session will help new delegates to develop a network of contacts and ...

Insurers take "adversarial approach" to claims

LAURA MILLAN  |  FRIDAY, 12 JUL 2013
... out," the study said. The qualitative research was conducted among 10 different consumers and is sponsored by BT Life and the AFA. The research looks into the perception that consumers have of insurance companies and it reveals that consumers think insurers ...

Industry welcomes grandfathering extension

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
The Association of Financial Advisers (AFA) has welcomed the Senate approval of the grandfathering regulation, one of the last pending aspects of the Future of Financial Advice (FoFA) regulation. The Senate vote has given the industry 12 more months ...

Platforms surpass pre-GFC levels

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... licence (AFSL) and joining TAL-backed dealer group Affinia. Edmondson was the winner of the Association of Financial Advisers (AFA) Adviser of the Year award in 2006 and has seen his role as licensee of Queensland-based Business & Estate Planning Specialists ...

But industry bodies see FoFA delay "unlikely"

LAURA MILLAN  |  FRIDAY, 28 JUN 2013
... soon as possible, but those provisions don't come in until July 2014," Rantall said. The Association of Financial Advisers (AFA) chief operation officer Phil Anderson also said that "a change to the FoFA starting date is quite unlikely, given the time ...

AFA Adviser of the Year hands back AFSL, joins Affinia

LAURA MILLAN  |  WEDNESDAY, 26 JUN 2013
... strategy is to partner with like-minded risk professionals," Affinia general manager Craig Parker said. Edmondson won the AFA Adviser of the Year award in 2006.

Government agrees to 12-month TASA exemption

LAURA MILLAN  |  THURSDAY, 20 JUN 2013
... legislation," Cormann said. The financial services industry welcomed the Government's decision. The Association of Financial Advisers (AFA) chief executive Brad Fox said that "the delay in implementation is essential given the regulatory overload the ...