December 3, 2019
The Australian Financial Complaints Authority has announced how it will assess adviser conduct obligations under the new Financial Adviser Code of Ethics. (more…)
Category | Associations
FPA Releases Evolution of Advice Discussion Paper
November 29, 2019
The Financial Planning Association of Australia has released a new discussion paper on the evolution of advice over the next five years and opened consultation on its proposed new policy platform, which it expects to release in 2020. (more…)
‘Breaking Paper’ With Future Digital SoA – FPA
Digital Statements of Advice are key to improving the advice experience, says Financial Planning Association of Australia CEO, Dante De Gori, following the release of research findings conducted by its Future of the Statement of Advice Working Group. (more…)
AFA Calls Out FASEA ‘Inconsistencies’ in Recognition of Prior Learning for Advisers
November 25, 2019
The AFA has called out what it says are inconsistencies in FASEA’s approach towards recognition of prior learning applicable for existing advisers. (more…)
BT Financial Group Wins 2019 Consumer Choice Award
November 15, 2019
BT Financial Group has won the AFA and Beddoes Institute 2019 Consumer Choice Award, while OnePath Life and Clearview were runners-up. (more…)
TAL Wins 2019 Life Company of the Year
November 14, 2019
TAL has been announced as the overall Platinum Winner in the 2019 Plan For Life/AFA Life Company of the Year Awards. (more…)
AFA Launches Stinging Criticism Around FASEA Code of Ethics
November 12, 2019
The AFA has launched a blistering critique of FASEA’s Code of Ethics ahead of its meeting with the Authority this week. (more…)
FASEA Criticised for Lack of Consultation
October 28, 2019
The Financial Planning Association of Australia has criticised FASEA for its lack of consultation with financial planners on the Code of Ethics and Guidance, with less than 50 business days until the Code is due to commence. (more…)
Latest Poll – Adviser Conflicts of Interest
October 22, 2019
Our latest poll is seeking to take the temperature of the adviser community around the current approach to conflicts of interest within FASEA’s Code of Ethics. (more…)
AFA Slams FASEA Code of Ethics Guidance on Conflicts of Interest
The Association of Financial Advisers has delivered a stinging assessment of FASEA’s approach to dealing with conflicts of interest as outlined within its Code of Ethics guidance notes released at the end of last week. (more…)
