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Showing 1 - 10 of 20 results for "The Advisers Association"

AMP BOLR litigants face lengthy payout process

KARREN VERGARA | TUESDAY, 17 SEP 2024

... have peace of mind with the payout process to potentially draw out to mid-2025. This is according to The Advisers Association (TAA) chief executive Neil Macdonald, who said that advisers can still lodge an appeal of Justice McElwaine greenlighting the ...

AMP sells advice licensees to Entireti, AZ NGA

JAMIE WILLIAMSON | THURSDAY, 8 AUG 2024

... and we are committed to delivering a seamless transition for AMP advisers and people." Also commenting, The Advisers Association chief executive Neil Macdonald said the deal is a positive outcome for its members, all of which are AMP advisers. He said ...

AMP to pay $100m to settle BOLR class action

JAMIE WILLIAMSON | THURSDAY, 23 NOV 2023

... the initial outcome of the case, in which AMP lost before lodging an appeal in September. At the time, The Advisers Association chief executive Neil Macdonald said that, "in the interests of AMP, its shareholders, and past and current AMP-licensed members ...

AMP challenges BOLR court ruling

KARREN VERGARA | WEDNESDAY, 27 SEP 2023

... $115,533 respectively because of the damages and losses caused by the BOLR changes introduced in 2019. The Advisers Association (TAA), which represents a large number of AMP FP advisers, said it is "disappointed" about AMP's latest action. The court ...

AMP loses BOLR changes class action

KARREN VERGARA | WEDNESDAY, 5 JUL 2023

... shareholders' money. In July 2020, the advisers filed the class action against AMPFP. At the time of filing, The Advisers Association (TAA) chief executive Neil Macdonald said its AMPFP members were relieved that action was being taken. "A lot of ...

Experience pathway could create two adviser tiers

KARREN VERGARA | TUESDAY, 23 MAY 2023

... finalising education standards for experienced financial advisers and new entrants, which ended on May 3, The Advisers Association chief executive Neil Macdonald highlighted concerns about the proposed naming conventions. Using terms like "experienced ...

TAA urges active recruitment for industry sustainability

KARREN VERGARA | FRIDAY, 17 MAR 2023

The Advisers Association (TAA) is urging the industry to proactively attract more entrants to the profession, starting by working closely with universities and education providers. TAA chief executive Neil Macdonald said advisers should think laterally ...

Associations call for improved access to financial advice

ANDREW MCKEAN | FRIDAY, 3 FEB 2023

... executive John Maroney, Stockbrokers and Investment Advisers Association chief executive Judith Fox, The Advisers Association chief executive Neil Mcdonald, and CFA Societies Australia chief executive Lisa Carroll.

Adviser associations to merge

CASSANDRA BALDINI | THURSDAY, 30 JUN 2022

... Authorised Representatives Association (ARA), have voted to close the 40-year-old association and merge with The Advisers Association (TAA). ARA represents around 90 Charter Financial Planning businesses and approximately 250 advisers. Its members voted ...

Advice requirements confusing, complex: JAWG

ANDREW MCKEAN | TUESDAY, 21 JUN 2022

... Australia, Financial Planning Association of Australia, Financial Services Council, SMSF Association and The Advisers Association among others. As a group, the Joint Associations Working Group represents more than 90% of advisers on the Financial Advisers ...

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Grattan Institute renews calls for best-in-show super funds, partial annuitisation

KARREN VERGARA | 12:32PM

The Grattan Institute is urging the government to mandate the partial annuitisation of Australians' superannuation and implement the 'best-in-show' list of funds to help simplify a "complex" system and allow retirees to spend their savings with confidence.

Super admin providers face reckoning in 2025: Finura

KARREN VERGARA | 12:36PM

More companies will divest their superannuation administration offerings in 2025, according to Finura, as super funds potentially move this service in-house amid tighter scrutiny from the regulators.

Insignia grants CC Capital limited due diligence

ELIZA BAVIN | 11:59AM

Insignia said it has carefully considered the revised CC Capital bid which was made last week.

BlackRock settles lawsuit for 'misleading consumers'

ANDREW MCKEAN | 12:39PM

BlackRock has reached a settlement in a lawsuit filed by the State of Tennessee, which alleged the asset manager misled consumers about how much its investment strategies were influenced by ESG considerations.

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