AFA

Editorial

In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...

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Policy & Regulation

The Association of Financial Advisers says exposing the degree to which the Industry Super Network was driving the Future of Financial Advice changes represented one of t...

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Editorial

Some of the players might not approve of the way in which the FOFA bills will ultimately be shaped but, as Mike Taylor reports, a Money Management roundtable has conclude...

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Financial planning

Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....

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Policy & Regulation

The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....

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Financial planning

Financial advisers should take certain precautions when investing in technology, according to Synchron chair Michael Harrison....

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Financial planning

The Association of Financial Advisers and Financial Planning Association say the ISN has no justification for maintaining its anti-planner advertising post-FOFA....

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Policy & Regulation

The FPA's code of conduct will not be the only approach considered by ASIC, with the Association of Financial Advisers's principles of practice also ready for implementat...

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Policy & Regulation

Strongly divergent views have emerged from Australia's major financial planning organisations in the wake of the FOFA bills, while the Opposition has made a policy commit...

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Policy & Regulation

The Association of Financial Advisers urges Bill Shorten to become involved in FOFA discussion rather than allowing Industry Super Network to act as an intermediary....

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Financial planning

The Coalition has expressed disbelief the FPA may have done a deal with the ISN conceding opt-in in exchange for other concessions including enshrining the term “financia...

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Financial planning

After the introduction of the FOFA changes, financial advisers will need to use their soft skills to articulate the value of their advice. Chris Kennedy reports....

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Financial planning

ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...

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Editorial

The financial planning industry understands that time is running out to extract key amendments to the FOFA bills and, as Mike Taylor writes, the industry has distilled it...

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Policy & Regulation

The FPA and AFA will continue to press for amendments to FOFA despite the 12-month implementation period....

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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 16 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. ...

2 days 7 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 11 hours ago