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Showing 1 - 10 of 25 results for %22Association Neil Macdonald%22

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 ...

Adviser associations to merge

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
Members of the 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. ...

TAA calls for prudent pace for reforms

KARREN VERGARA  |  TUESDAY, 8 MAR 2022
... should not be encumbered by two sets of major reforms in a short period of time. This is according to The Advisers Association, which is calling on the federal government to be "prudent" and wait for the outcome of the Quality of Advice Review before ...

The Advisers Association appoints chair

CHLOE WALKER  |  WEDNESDAY, 16 FEB 2022
The Advisers Association (TAA) appointed Queensland-based Bill Beimers as its new chair. Beimers is the founder and managing director of SEQ Advice, a Queensland-based financial advice and services practice. Beimers has served on the TAA board as vice ...

Industry mixed over FSC advice framework

ANNABELLE DICKSON  |  FRIDAY, 15 OCT 2021
... more affordable, but one dealer group is unsure whether the FSC is trustworthy - particularly for risk advisers. The Association of Financial Advisers (AFA), The Advisers Association (TAA) and Synchron support changes that will lead to affordable advice ...

AMP shakes up advice service model

KARREN VERGARA, JAMIE WILLIAMSON  |  MONDAY, 26 JUL 2021
... in-house, AMP said. The restructure was developed in conjunction with adviser associations. Chair of The Advisers Association Craig Armstrong said the association has worked with the new management team in AMP Australia to progress the new services model ...
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