AFA

Financial planning

The AFA has launched a bootcamp for advisers, which was a practical demonstration of the adaptive change message shared by CEO, Brad Fox, at a recent roadshow....

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Financial planning

The AFA board has rejected a call from within the LICG for an EGM to pass a special resolution imposing limits to the AFA board’s discretionary powers....

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Financial planning

Financial advisers were overwhelmingly positive about their future and hoped to help fellow practitioners succeed also, according to poll results accrued by the AFA....

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Policy & Regulation

The latest Four Corners report detailing problematic TPD claims-handling have served to reinforce the value of good life/risk advisers....

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Policy & Regulation

The Prime Minister’s decision to leave Kelly O’Dwyer in place in financial services grants the sector the important benefit of continuity of approach on key policy issues...

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Financial planning

The AFA has repeated calls to scrap any carve-out for direct insurance even as it welcomed the Government’s decision to leave Kelly O’Dwyer in the financial services port...

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Editorial

Association of Financial Advisers chief executive, Brad Fox, argues that planners will need to become increasingly adaptive to cope with the rapid rate of change occurrin...

Editorial

Financial planners should brace themselves for a further period of political and policy uncertainty and possibly rue the lost opportunities of 2013-16. ...

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Financial planning

The AFA is waiting for the Government’s announcement of its ministry before heading to Canberra for policy discussion, and has urged all sides of politics to prioritise t...

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Financial planning

Most financial planners want definitive ownership of their clients with many only wanting to pay for those dealer group services they actually use....

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Financial planning

School-like exams might not be appropriate for all advisers under the new education standards, and the word 'exam' should be removed from the Exposure Draft, the AFA said...

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Financial planning

The AFA has a new focus on adaptive practices for advisers entering the new financial year and will incorporate a new framework for financial advice....

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Financial planning

The AFA expressed disappointment over the FSC’s continued calls for a carve-out for direct insurance sales from LIF where no advice was given, and said this loophole must...

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Features

A double dissolution election has left many financial planning policies in limbo, and advisers are demanding certainty on at least three key issues, Malavika Santhebennur...

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Financial planning

The AFA is encouraging advisers to address changing customer preferences to stay ahead of the game. ...

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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 19 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. ...

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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 14 hours ago