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| | | ... delivered this afternoon by the FPA's independent disciplinary body, the Conduct Review Commission (CRC). The association said Henderson will be sanctioned as a result, with the CRC to release details on the sanctions soon. "The Panel makes no decision ... |
| | | | ... they have an acceptable culture and right approach to risk management. Speaking as part of a panel session at the Association of Financial Advisers' National Adviser Conference, AFA general manager of policy and professionalism Phil Anderson said it ... |
| | | | The Association of Financial Advisers named the recipient of the 2018 Excellence in Education Award. Felicity Cooper of Queensland-based Cooper Wealth Management has been recognised for her commitment to professional development via continuing education ... |
| | | | The AFA Foundation raised a record amount in FY18, bringing in more than $300,000 for its partner charities. In announcing the result, AFA Foundation chair Olivia Sarah-Le Lacheur thanked AFA members for their generous donations over the last 12 months. ... |
| | | | A former national president of the Association of Financial Advisers has been awarded the 2018 Michael Murphy Award. Dugald Mitchell, who served as AFA national president in 1987-88, was recognised for his dedication to the betterment of the financial ... |
| | | | ... facing the industry, such as increased uncertainty as to the future of grandfathered commissions, Kewin added that the association will continue to encourage and advocate for pragmatic outcomes on all issues. "It is vital we retain the rich experience ... |
| | | | First time attendees to the Association of Financial Advisers' National Adviser Conference learned it only takes a few questions to create deeper connections with clients. At a dedicated session, first time delegates were asked to meet new people by ... |
| | | | The Association of Financial Advisers appointed a new general manager for strategic alliances. David Plant will now be responsible for building mutually beneficial alliances across the spectrum of financial advice. He has worked in the industry for ... |
| | | | The association representing CFAs is asking its charterholders be allowed to qualify as financial advisers, as FASEA overhauls the educational standards in the advice industry. CFA Institute chief executive Paul Smith was in Sydney for a briefing that ... |
| | | | ... report as "scathing," while one-in-five thought it was "unfair and unreasonable." A minority said it was "weak." The Association of Financial Advisers, in responding to the interim report, said the report does not suggest a good understanding of financial ... |
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