by 64mediateam | Dec 10, 2020 | AFA, Media Releases
The Association of Financial Advisers (AFA) acknowledges the announcement by Government yesterday on strengthening and streamlining oversight of the financial advice sector. Significantly, the Government announced the winding up of FASEA and the expansion of the role...
by 64mediateam | Nov 9, 2020 | Media Releases, The Advisers Association
While the draft FASEA Code of Ethics (the Code) is another step forward in the professionalisation of financial advice, The Advisers Association (TAA) believes the scope is too narrow, too constraining and at odds with its broader intent. “Given that the broader...
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 | Oct 1, 2020 | AFA, Media Releases
Senator Jane Hume, Assistant Minister for Superannuation, Financial Services and Financial Technology, has been confirmed as the opening keynote speaker at The Association of Financial Advisers (AFA)’s VISION Conference (the AFA Conference), which will be broadcast...
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...
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...
