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AFA
Financial planning
The financial services industry as a whole needs to work together to stamp out rogue financial advisers from the industry rather than working in isolation, Alexis George ...
Financial planning
Madison Financial Group CEO, Annick Donat has warned the AFA’s advice competency framework research should not be exploited for commercial gains....
Financial planning
The AFA’s whitepaper may not be the answer to the new educational framework but the association has made it clear it wants to sit at the FASEA table and be consulted....
Financial planning
Map My Plan and the AFA have entered into a deal that would allow AFA adviser members to sign up to the firm’s digital advice services for their clients....
Financial planning
The AFA will present a new constitution to its members which they would vote on at its AGM today at the 2017 AFA conference....
Financial planning
The Association of Financial Advisers has announced a new mentoring session to take place at the AFA National Adviser Conference this month....
Financial planning
The Association of Financial Advisers has called for greater clarity from the Australian Securities and Investments Commission around the actual quality of life/risk adv...
Financial planning
The Association of Financial Advisers has named its Rising Star Award finalists....
Financial planning
The Association of Financial Advisers has sought clarity on how the Australian Prudential Regulation Authority would use increased information about monies expended by su...
Financial planning
The AFA has seriously questioned the value of ASIC’s oversight of codes of conduct, noting that the FOFA ‘opt-in’ code took years and is the only one in existence....
Financial planning
The Association of Financial Advisers has claimed that many advisers are still wondering why they have been entangled in the Tax Agent Service Act regime....
Financial planning
Many financial advisers are already using better statements of advice than the sample SOA being proposed by the Australian Securities and Investments Commission, accordin...
Features
Regtech, artificial intelligence, on-demand online education services, and pre-emptive risk detection are the ways of the future for the financial advice industry to tack...
Financial planning
The AFA and the Beddoes Institute is undertaking industry-wide research to gather views on what the education pathway should look like....
Financial planning
The Association of Financial Advisers has pushed back on the Australian Securities and Investments Commission’s rules around who can and cannot use the term ‘independent’...
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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....