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Showing 1 - 10 of 68 results for "FAAA"

Treasury gives Tranche 2 reform package preview

JAMIE WILLIAMSON  |  WEDNESDAY, 4 DEC 2024
... institutions exited financial advice, those traditional training grounds have been lost," Financial Advice Association Australia (FAAA) chief executive Sarah Abood said. "With our numbers having halved in the last five years, and only just over 300 new ...

The sensitive conversations advisers shy away from

KARREN VERGARA  |  TUESDAY, 3 DEC 2024
... make a real difference in their lives. According to a panel of experts at the recent Financial Advice Association Australia (FAAA) Congress, advisers' insights into clients' financial lives and how this intersects with their personal lives and vice versa ...

Firms treat CSLR as 'insurance policy': FAAA

KARREN VERGARA  |  MONDAY, 2 DEC 2024
... as an 'insurance policy'. Several CSLR issues were brought to light at the Financial Advice Association Australia (FAAA) Congress last week, starting with the lax consequences for firms that fail to pay an AFCA determination. In essence, a licensee ...

FAAA celebrates adviser excellence

MATTHEW WAI  |  FRIDAY, 29 NOV 2024
The Financial Advice Association Australia (FAAA) has announced the winners of its annual awards in Brisbane overnight, including Adviser of the Year and CFP Professional of the Year. Presented as part of the annual FAAA Congress, the awards presented ...

'But for' compensation methodology unfair: FAAA

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... interplays with the Compensation Scheme of Last Resort (CSLR) raised concerns at the Financial Advice Association Australia (FAAA) Congress. By way of example, FAAA chief executive Sarah Abood pointed to a recent AFCA case whereby the victim made a profit ...

AI no silver bullet for advice process, documentation: Experts

KARREN VERGARA  |  FRIDAY, 29 NOV 2024
... director Travis Carter, who helps advisers with technology solutions. Carter told the Financial Advice Association Australia (FAAA) Congress on day two that advisers need "to be careful" with how AI is used. This includes all advice firm employees taking ...

Self-regulation on the cards: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... "profession" status and has the potential to self-regulate in the near future, according to Financial Advice Association Australia (FAAA) chair David Sharpe. In six years' time, Sharp believes the advice profession will at least be co-regulated, lauding ...

'New class of advisers' need clear-cut distinction: FAAA

KARREN VERGARA  |  THURSDAY, 28 NOV 2024
... delineate between its proposed new class of advisers (NCAs) and financial advisers, the Financial Advice Association Australia (FAAA) warns in anticipation of the looming Delivering Better Financial Outcomes (DBFO) Tranche 2 reforms. Addressing the first ...

FAAA takes aim at finfluencers with new campaign

MATTHEW WAI  |  WEDNESDAY, 6 NOV 2024
The Financial Advice Association Australia (FAAA) is rolling out consumer campaigns across prominent digital channels to promote the value of professional financial advice. FAAA general manager, membership Tania Milnes said the campaign reinforces that ...

FAAA moves to combat adviser shortage with new partnership

ANDREW MCKEAN  |  TUESDAY, 5 NOV 2024
The Financial Advice Association Australia (FAAA) has entered a memorandum of understanding (MoU) with the Financial Planning Standards Board (FPSB) India as it attempts to bridge the adviser gap. One of the main goals of the MoU, which was signed between ...
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