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Showing 821 - 830 of 2485 results for "Association of"

Trade-off needed on existing adviser standards: Fox

JAMIE WILLIAMSON  |  WEDNESDAY, 4 JUL 2018
The former chief executive of the Association of Financial Advisers believes a practical trade-off is required in order for the Financial Adviser Standards and Ethics Authority to meet its "mutually exclusive" goals for increasing industry professionalism. ...

AFA seeks overhaul of proposed education standards

JAMIE WILLIAMSON  |  TUESDAY, 3 JUL 2018
The Association of Financial Advisers is seeking significant changes to the Financial Adviser Standards and Ethics Authority's draft education standards, including calls for experienced advisers over 55 to be subject to more lenient requirements ...

ASIC slams SMSF advice, flags further education reform

JAMIE WILLIAMSON  |  FRIDAY, 29 JUN 2018
... introducing this requirement for advisers," SMSF Association chief executive John Maroney said. Financial Planning Association of Australia chief executive Dante De Gori said there is no doubt that SMSF advice will now be a significant focus of those ...

Statements of Advice: Out with the old

JAMIE WILLIAMSON  |  THURSDAY, 28 JUN 2018
... order to keep up. Discussing the value of technology at a recent Advice Intelligence roundtable, Financial Planning Association of Australia head of policy and government relations Ben Marshan said the advice industry's inexplicable obsession with hardcopy ...

FPA predicts self-licensing tsunami

JAMIE WILLIAMSON  |  MONDAY, 25 JUN 2018
The Financial Planning Association of Australia's policy lead believes the current AFS licensing regime is standing in the way of financial advisers delivering greater value. During a discussion about goals-based advice at a recent Advice Intelligence ...

Multi-disciplinary industry trend continues: CBA

JAMIE WILLIAMSON  |  WEDNESDAY, 20 JUN 2018
... AFSL from January 2019 if they wish to continue doing so. In the wake of the Dover Financial Advisers scandal, Association of Financial Advisers chief executive Phil Kewin said the current wait time for ASIC to process a new AFSL is about five months. ...

Listed fintech partners for financial wellness

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... Wisr has partnered with Your Wealth Hub, a digital financial literacy and employee benefits offering co-founded by Association of Financial Advisers national president Marc Bineham and Noall & Co group general manager Gavin Glozier. Via a pilot program ...

ASIC issues warning over Dover advisers

JAMIE WILLIAMSON  |  WEDNESDAY, 13 JUN 2018
... cancelled on 6 July 2018 - a period for action made shorter by a long weekend across most of Australia. Yesterday Association of Financial Advisers chief executive Phil Kewin admonished the month-long transition period afforded to Dover advisers, saying ...

Industry responds to Dover shutdown

JAMIE WILLIAMSON  |  TUESDAY, 12 JUN 2018
The Association of Financial Advisers will lobby ASIC and the Federal Government to extend the transition period provided to Dover Financial Advisers' authorised representatives in the wake of the dealer group's shock closure. On Friday evening ...

AFA criticises draft FASEA standard

KARREN VERGARA  |  FRIDAY, 8 JUN 2018
The Association of Financial Advisers released its assessment of the Financial Adviser Standards and Ethics Authority's 12 draft standards, pointing to numerous areas that need clarity and focus, particularly around governance at the licensee level. ...