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AFA CHIEF EXECUTIVE
Editorial
The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Accounting
Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...
Life/Risk
AFA insists any examination of churn and self-regulation must look beyond the adviser channel....
Accounting
FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....
Superannuation
Super contribution cap welcomed for older workers but slug on higher earners is disincentive and adds complexity to system...
Financial planning
AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....
Financial planning
Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....
Financial planning
Financial advisers who focus on communication with clients benefit at the bottom line...
Financial planning
The Association of Financial Advisers (AFA) has signaled it is devising a "consumer-centric" program for its October national conference on the Gold Coast....
Financial planning
FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....
Financial planning
AFA has launched a new initiative to “connect and support” females across the financial advice industry....
Financial planning
A new Association of Financial Advisers white paper has uncovered what good financial planning practices do well - but also what they need to improve on. ...
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
Financial planning
The Financial Services Council's backdown on its 'churning' policy has been welcomed by the Association of Financial Advisers (AFA)....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....