AFA

Financial planning

Association of Financial Advisers (AFA) chief executive officer Brad Fox has called for a new life insurance awareness campaign after a white paper revealed a huge gap be...

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Life/Risk

Some progress appears to be being made towards finding common ground on life/risk sustainability and churn....

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Financial planning

Financial advisers should not ignore the value of having soft and sales skills when it comes to servicing their clients, writes Tim Browne. ...

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Financial planning

AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...

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Superannuation

Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...

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Policy & Regulation

The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....

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Editorial

If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...

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Accounting

Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...

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Financial planning

The AFA has partnered with Kaplan Professional to provide formal and practical education to its members....

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Financial planning

The Federal Opposition will fight for changes to the TASA timetable in Parliament, but will revisit the issue post-election if the Parliamentary battle fails....

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Financial planning

The financial planning industry is not expecting a bipartisan report from the Parliamentary Joint Committee (PJC) reviewing the Tax Agents Services Act (TASA) legislation...

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Financial planning

FSC places $1 billion price tag on TASA implementation as PJC weighs competing submissions from accounting and planning industries....

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Accounting

Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....

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Life/Risk

AFA insists any examination of churn and self-regulation must look beyond the adviser channel....

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People & Products

The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....

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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 2 days ago

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

4 weeks 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. ...

1 week 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...

2 days 8 hours ago