ASIC’s example SOA ‘not balanced’

SYDNEY: 3 August 2017 – Customer take up of life insurance advice could be adversely effected if Statements of Advice (SoA) for life insurance do not take a more balanced approach to the information they communicate. This is the feedback YTML General Manager...

AFA Announce Rising Star Finalists

SYDNEY: 8 September 2017 – The Association of Financial Advisers (AFA) has announced the six finalists in the 2017 Rising Star Award (the Award). Now in its 12th year, the AFA Rising Star Award shines a light on those newer advisers who are paving the way for...