POWERED BY MOMENTUM MEDIA
AFA
Financial planning
ISN chief David Whiteley has urged the next elected government to give FOFA a chance before abandoning it completely. ...
Financial planning
The Coalition’s Paul Fletcher reaffirms a change in Government will see a change to key elements of FOFA....
Financial planning
AFA calls for clarity after Court rules brokerage account not reserved for advisers....
Financial planning
There will be no quick fix to the grandfathering issue and the movement of planners between licensees because any possible post-election scenario could take several month...
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
Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...
Financial planning
The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...
Superannuation
The same company which produced research claiming FOFA would make advice cheaper is now in the headlines for giving women more super than men....
Life/Risk
Adviser remuneration is only one part of the equation on life/risk churn, says AFA chief executive Brad Fox....
Financial planning
There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....
Financial planning
A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...
Financial planning
When AFA chief Brad Fox asked Roadshow attendees in Sydney to put their hands up if they thought the financial advice industry was a profession, only 5-10 per cent of peo...
Financial planning
Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Life/Risk
Cultural shifts over the last few years might have resulted in consumers driving churn, according to an insurance executive....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...