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Showing 1 - 10 of 46 results for %22TAA%22

AMP to pay $100m to settle BOLR class action

JAMIE WILLIAMSON  |  THURSDAY, 23 NOV 2023
... executive Neil Macdonald said that, "in the interests of AMP, its shareholders, and past and current AMP-licensed members of TAA, the matter should be resolved as quickly as possible". AMP said the settlement covers the class action in its entirety ...

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 ...

Former van Eyk chief cops permanent ban

KARREN VERGARA  |  FRIDAY, 8 SEP 2023
... Blueprint to recommend and facilitate a $5 million investment in the Wholesale Enhanced Income Fund. That money was then loaned to TAA Melbourne to buy a share of van Eyk, of which Thomas was chief executive. This was done to prevent a third-party company ...

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
... don't want to create two tiers of advice. We don't want to try and make distinctions with consumers," she said. The TAA prefers the same naming convention for all financial advisers in law. "The difference between an experienced adviser and a ...

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 ...

Former van Eyk Research chief sentenced

JAMIE WILLIAMSON  |  WEDNESDAY, 16 NOV 2022
... Management to recommend and facilitate a $5 million investment in the Wholesale Enhanced Income Fund. That money was then loaned to TAA Melbourne to buy a share of van Eyk, of which Thomas was chief executive. This was done to prevent a third-party company ...

Adviser associations to merge

CASSANDRA BALDINI  |  THURSDAY, 30 JUN 2022
... 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 for the ...

Former van Eyk chief executive pleads guilty

JAMIE WILLIAMSON  |  WEDNESDAY, 1 JUN 2022
... a separate fund, the Wholesale Enhanced Income Fund. He did so while knowing the funds would be loaned to another company, TAA Melbourne Pty Ltd, with the intention of purchasing an interest in the research house. ASIC also alleged that he deliberately ...

TAA calls for prudent pace for reforms

KARREN VERGARA  |  TUESDAY, 8 MAR 2022
... "Let's look very closely at the potential impact of any changes on consumers, advisers and other stakeholders before we leap," TAA chief executive Neil Macdonald said. With similar goals to the ALRC, the QAR aims to streamline and simplify regulatory ...
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