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Showing 51 - 60 of 112 results for %22Phil Anderson%22

How to ensure clients will pay higher fees

ELIZABETH MCARTHUR  |  FRIDAY, 28 FEB 2020
... can feasibly continue servicing. Association of Financial Advisers' general manager of policy and professionalism Phil Anderson says financial advisers need to be prepared to have tough conversations with clients on fees. At the AFA Roadshow event this ...

Life commissions, referral fees still kosher: AFA

ELIZABETH MCARTHUR  |  THURSDAY, 27 FEB 2020
... fees, and took aim at a former FASEA board member in the process. AFA general manager of policy and professionalism Phil Anderson dove into commissions and fees in a detailed presentation in light of the FASEA Code of Ethics, Life Insurance Framework ...

Advisers still unclear on referral rules

ELIZABETH MCARTHUR  |  WEDNESDAY, 29 JAN 2020
... confusion and uncertainty," Marshan said. Association of Financial Advisers general manager, policy and professionalism Phil Anderson said many advisers have raised concerns regarding the impact of the code on the viability of their businesses - particularly ...

AFA calls out FASEA chief inconsistency

ELIZABETH MCARTHUR  |  THURSDAY, 21 NOV 2019
The Association of Financial Advisers general manager, policy and professionalism Phil Anderson has hit back at Financial Adviser Standards and Ethics Authority chief executive Stephen Glenfield, over recognition of CPD. Glenfield made comments at a ...

FASEA attempting to re-write law: AFA

ELIZABETH MCARTHUR  |  WEDNESDAY, 13 NOV 2019
... rather identifies cases where potentially it might not be compliant," AFA general manager, policy and professionalism Phil Anderson said in a paper sent to AFA members. "This has meant that we now have important additional areas of uncertainty with respect ...

Grandfathered commissions ban passes

ELIZABETH MCARTHUR  |  TUESDAY, 15 OCT 2019
... to ban grandfathered commissions. Association of Financial Advisers general manager, policy and professionalism Phil Anderson has been vocal about the complexity of grandfathered commissions. He released a paper arguing that policy makers have overlooked ...

Complexity of grandfathered commissions overlooked

ELIZABETH MCARTHUR  |  FRIDAY, 27 SEP 2019
In a new policy paper, Association of Financial Advisers general manager, policy and professionalism Phil Anderson argues that the complexity of grandfathered commissions has been overlooked by policy makers. Anderson states in the paper that the 2012 ...

Priced out: Advice affordability at risk

ELIZABETH MCARTHUR  |  MONDAY, 9 SEP 2019
... recent Association of Financial Advisers' National Conference, AFA general manager of policy and professionalism Phil Anderson argued the affordability of advice for ordinary Australians is under threat. Anderson pointed to the original objectives ...

REP 515 divides advice community

ELIZABETH MCARTHUR  |  WEDNESDAY, 28 AUG 2019
Association of Financial Advisers' general manager, policy and professionalism Phil Anderson says the financial advice community has been split in two by the corporate regulator. Providing a policy outlook at the AFA National Conference in Adelaide ...

Advice software firm appoints sales lead

KRISTI CHENG  |  WEDNESDAY, 31 JUL 2019
... national sales role at a firm that specialises in wealth management software for advisers. WealthO2 has appointed Phil Anderson as national business development manager, in a new role created in response to "growing demand for a low cost, unconflicted ...