AFA

Financial planning

The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....

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Financial planning

Six women have been named finalists for the third annual Association of Financial Advisers (AFA) and TAL AFA Female Excellence and Advice Award. ...

Financial planning

The major planning organisations are already gearing up to meet with the new Abbott Government ministers....

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Financial planning

The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....

Financial planning

The FOFA fee disclosure requirements seem to have confused as many clients as they have informed....

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Financial planning

For those advisers aspiring to greater things, two recent pieces of research may contain the insights they need to drive their business further, according to Zurich’s Ric...

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Editorial

Just days will separate two key conferences aimed at financial planners and advisers next month, but Mike Taylor writes that success or failure will not be judged solely ...

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Financial planning

The major planning organisations expect the newly-elected Coalition Government to deliver on the promised changes to FOFA....

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Financial planning

The Fold Legal launches three new online learning modules in its Financial Advice Series....

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Life/Risk

Australian consumers are more engaged with life insurance than ever before, which could be the cause of increased lapse rates, according to chief executive officer of TAL...

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Editorial

While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...

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Financial planning

Education provider confident licensees can choose quality training without regulator oversight....

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Financial planning

A technical issue which prompted AFS Group not to establish a trust account via which it could remunerate authorised representatives has ended up denying those planners t...

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Financial planning

Challenger is counting on the incumbent Government to swiftly change regulation around a particular type of annuity product and clear the way for its launch in Australia....

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Financial planning

Synchron’s John Prossor claims a repeat of the AFS brokerage losses can be avoided by paying advisers without delay....

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GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 4 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 4 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 3 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 4 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 5 days ago