AFA

Editorial

Richard Klipin made a shock exit from the Association of Financial Advisers to join ANZ-owned dealer group millennium3 in 2012....

image
Financial planning

A financial adviser has raised concerns about some of the marketing strategies used by banks to sell life insurance, which could have a negative financial impact on risk ...

image
People & Products

Brad Fox confirmed as full-time replacement for Richard Klipin as AFA CEO....

Superannuation

The new superannuation environment that will evolve out of the Government's MySuper changes will be debated at a special Money Management/Association of Financial Adviser...

image
Editorial

With ASIC's Peter Kell pointing to a level of life insurance policy churning to warrant regulatory concern, it is time for a clear definition of 'churn'....

image
Life/Risk

The Financial Services Council (FSC) is understood to be close to reaching a compromise on its so-called Life Insurance framework which, if agreed, would give advisers a ...

image
People & Products

Richard Klipin has been appointed new chief executive officer of ANZ-owned millenium3....

image
Financial planning

AFA chief executive Richard Klipin to depart to take up role with ANZ Wealth....

image
Financial planning

Synchron director Don Trapnell has called the FSC's proposed adviser remuneration model anti-competitive....

image
Editorial

Mike Taylor writes that codes of conduct are only effective when those who sign up genuinely appreciate the consequences that follow a breach....

image
Financial planning

Rapid growth of some financial services licensees has caused regulator concern due to many of them lacking support systems for larger numbers of advisers....

image
Financial planning

Olivia Maragna has taken out the Association of Financial Advisers (AFA) Adviser of the Year Award at the conclusion of the association's annual conference on the Gold Co...

image
Life/Risk

ASIC Commissioner Peter Kell told Money Management there was enough life policy churning in the financial advice industry for the regulator to be concerned about the issu...

image
Policy & Regulation

ASIC is planning to release further information which would complement consultation papers regarding issues such as recommending products outside of an APL, fee disclosur...

image
Financial planning

Advisers are returning to the relationship model to deal with the changes evolving out of FOFA....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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. ...

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. ...

2 days 15 hours ago

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 19 hours ago