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Showing 71 - 80 of 124 results for "Phil Anderson"

Compliance worse than COVID-19

ALLY SELBY | THURSDAY, 23 APR 2020

... $550 on the upfront relationship." Association of Financial Advisers general manager of policy and professionalism Phil Anderson said regulatory requirements had increased the cost of advice. "There is a strong view that the cumulative impact of a series ...

Association of Financial Advisers bolsters team

ELIZABETH MCARTHUR | WEDNESDAY, 8 APR 2020

... Prior to that, she was a training manager at Count Financial. AFA general manager of policy and professionalism Phil Anderson welcomed Garrard to the team. "Caz Garrard has joined the AFA as manager education, policy and professionalism, replacing Angela ...

Could relief on advice compliance save consumers?

ELIZABETH MCARTHUR | THURSDAY, 2 APR 2020

... financial situations right now. Association of Financial Advisers general manager of policy and professionalism Phil Anderson agrees, saying the AFA is on the case. The AFA already put one "set of thoughts" to the government about three weeks ago and ...

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 ...

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BT appoints new head of strategy

KARREN VERGARA

A former Allianz Retire+ executive has joined BT as the new head of strategy.

ASX sees trade volumes soar in May

MATTHEW WAI

ASX saw a substantial growth in trade volumes last month, despite continued lackluster movement in IPOs.

Otivo launches AI-powered financial advice

MATTHEW WAI

Otivo has launched a mobile app for Australians to access licensed advice powered by AI.

Munro expands access to climate focused fund

VINNY VUCAGO

The Munro Global Growth Climate Leaders PIE Fund has been opened to retail investors in New Zealand.

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