AFA

Financial planning

The Association of Financial Advisers has lashed the Parliamentary Joint Committee report into life insurance arguing it is a rehash which falls short of its objectives....

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Financial planning

The Financial Planning Association has urged its members to voice their concerns about the latest Financial Adviser Standards and Ethics Authority position so they can be...

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Financial planning

The Association of Financial Advisers has told the Productivity Commission that ASIC’s MoneySmart website had skewed consumer expectations by suggesting simple advice can...

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Financial planning

The Association of Financial Advisers has cautioned the Financial Adviser Standards and Ethics Authority to be mindful of the importance of retaining advisers in the plan...

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Financial planning

The existing financial planning dealer group model is under significant pressure and struggling to remain relevant, according to ClearView managing director, Simon Swanso...

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People & Products

AFA Life has announced the recipients of the Company of the Year Awards. ...

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Financial planning

The Association of Financial Advisers has dismissed as ‘simply false’ suggestions that degrees older than 10 years might be discounted under the new Financial Adviser Sta...

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Financial planning

Financial advisers can play a key role in assisting in creating higher levels of financial literacy, according to the Association of Financial Advisers....

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People & Products

Former Association of Financial Advisers chief executive, Brad Fox, has been appointed non-executive director of Tribeca Financial....

Financial planning

The Association of Financial Advisers has signalled its support for the Financial Adviser Standards and Ethics Authority announcement on industry education....

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Outsider

At the AFA conference, Outsider learnt a valuable lesson. If you have to do a PowerPoint presentation and you choose to include screenshots of websites, ensure you close ...

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Outsider

Conferences are fertile ground for Outsider. He lurks and smiles in fiendish delight, with the fervent hope that attendees will let their hair down and provide Outsider w...

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Life/Risk

Advisers need to collaborate with claims managers, health professionals and customers to ensure customers experience optimal results at claims time....

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Life/Risk

Insurance product manufacturers need to enhance their offerings to ensure seamless transition from group or direct insurance into advised retail products. ...

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Life/Risk

While the debate in the life insurance value chain has been fragmented over the last few years, customers will blame the entire industry when something goes wrong....

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 1 day ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 6 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

6 days 14 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

2 days 5 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

1 day 9 hours ago