Tag Archives | feature

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Warm Industry Welcome for FASEA Extension Proposals – Mostly

There has been an almost universal thumbs up from industry stakeholders in welcoming the proposed extensions to FASEA’s exam and qualifications timelines – almost (see: FASEA Extensions Confirmed). (more…)

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6 · September 2, 2019 in Compliance & Regulation  
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OnePath Launches Customer Engagement Program

OnePath has launched a comprehensive customer engagement program which it claims will take insurance in Australia in a new direction, offering customers greater clarity over their insurance cover. (more…)

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0 · August 30, 2019 in Company News  
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Queensland Adviser Banned

ASIC has banned Bundaberg-based financial adviser Peter Goudie from providing financial services for four years. (more…)

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0 · August 27, 2019 in Compliance & Regulation  
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Lack of Trust Remains an Issue – ASIC

Excellent new consumer research released by ASIC this week confirms consumers see value in financial advice but that barriers, including the trust factor, prevent many from embracing it. (more…)

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7 · August 26, 2019 in Compliance & Regulation, General  
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New Course Supports Adviser Mental Health

TAL is launching a new course for advisers to help them manage their mental wellbeing. (more…)

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· August 26, 2019 in Company News, General  
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ASIC to Review Industry Action on Grandfathered Commissions

ASIC has announced it will investigate how the industry is progressing in the transition away from grandfathered commissions for advisers. (more…)

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6 · August 22, 2019 in Compliance & Regulation, Remuneration  
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New Referral Trend Emerging

SRS Coaching and Consulting’s Rachel Staggs has identified an emerging opportunity in the development of successful referral opportunities for advice businesses. (more…)

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0 · August 20, 2019 in General, Soft Skills  
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Timeline Revealed for Banking Royal Commission Recommendations

The Federal Government has released the implementation program it has developed for the 76 recommendations stemming from the Banking Royal Commission. (more…)

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3 · August 19, 2019 in Compliance & Regulation  
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MLC Wealth Distribution Shake-up

MLC Wealth has announced changes to create a simpler, more focused and sustainable advice business, including exiting self-employed franchise models and consolidating its advice business brands, following an extensive and consultative review. (more…)

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2 · August 16, 2019 in Company News  
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AFA Adviser Awards Season

Great advisers from around the country are represented in the 2019 AFA Adviser Awards, as we report this year’s grand finalists in the AFA’s Rising Star, Female Excellence in Advice and Excellence in Education Award categories. (more…)

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0 · August 15, 2019 in Associations, Conferences and Events