by 64mediateam | Oct 21, 2020 | Media Releases, The Advisers Association
The Advisers Association (TAA) says any new model for financial advice must level the playing field for financial advisers. Commenting on a Rice Warner research report launched by the Financial Services Council (FSC) this week which proposes a new model for financial...
by 64mediateam | Sep 28, 2020 | Astute Wheel, Media Releases
In response to a call from advisers using both services, leading financial advice client engagement software provider AstuteWheel has successfully integrated with Xplan. AstuteWheel managing director, Hans Egger, says AstuteWheel decided to integrate with Xplan...
by 64mediateam | Aug 28, 2020 | Axell, Media Releases
Fintech and Insuretech innovation hub, Axell, has released a comprehensive research report, Human touch in a new digital world: The future of financial advice, (the Report) which explores future opportunities for digitally transforming financial advice around the...
by 64mediateam | Jul 29, 2020 | Media Releases, The Advisers Association
MEDIA RELEASESYDNEY: 29 July 2020 – The Advisers Association (TAA) is supportive of its members, following the filing of an ‘open’ class action against AMP Financial Planning (AMPFP) on behalf of AMP financial planner members by Corrs Chambers...
by 64mediateam | Jul 21, 2020 | Astute Wheel, Media Releases
Online fact finds and risk profiling tools, and scaled advice tools, are where advice practices believe they will receive the greatest benefits in financial planning technologies over the next 24 months, according to the 2020 Netwealth AdviceTech Report (the Report),...
by 64mediateam | Jul 8, 2020 | Media Releases, Synchron
Synchron has published a ready reference book to help advisers understand and implement the FASEA Code of Ethics standards into their practices. Authored by Synchron Senior Compliance Officer, Stefanie Georgiades, the book – FASEA: Code of Ethics...
by 64mediateam | Jul 1, 2020 | Media Releases, The Advisers Association
The Advisers Association (TAA) is pleased to announce the appointment of Jennifer Mogg to the TAA Board today.TAA CEO, Neil Macdonald said, “Jennifer’s strong operations background and her first-hand knowledge and skills in financial planning business management are a...
by 64mediateam | Jun 17, 2020 | AFA, Media Releases
The Association of Financial Advisers (AFA) warmly welcomes the passing of The Treasury Laws Amendment (2019 Measures No. 3) Bill (the Bill) today, to extend the deadlines for the FASEA exam and education standard. AFA CEO, Philip Kewin said, “We thank all...
by 64mediateam | May 25, 2020 | TPM
Leading corporate events management company, Targeted Program Management (TPM Events) has today launched TPM AGMs and TPM iLive, two innovative, full-service event initiatives which facilitate the hosting and management of corporate events online. TPM Events Director,...
by 64mediateam | May 12, 2020 | Media Releases, Synchron
Life insurers have responded to a call from Synchron to step up in the face of the coronavirus pandemic.Synchron Director Don Trapnell wrote to the CEOs of each life office last month, asking them to take a leadership position in relation to people facing...
