AFA

Financial planning

The term 'financial adviser' should be restricted to those who are regulated by the Australian Securities and Investments Commission....

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Life/Risk

The Association of Financial Advisers has welcomed the exclusion of insurance from the Investment and Financial Services Association's new superannuation charter....

Accounting

The Minister for Superannuation and Corporate Law, Senator Nick Sherry, canvasses a level-playing field when it comes to licensing accountants and financial planners....

Editorial

The move by the Association of Financial Advisers to not support the Financial Planning Association’s proposal to transition away from commissions-based financial advice ...

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Life/Risk

The national broking group wants to strengthen its life insurance offerings in its 28 branches by recruiting FPA and AFA members to service its existing business client b...

Financial planning

Industry body says criticisms of its new planner remuneration guidelines represent short-term thinking and "run counter to the best interests of planners, clients and the...

Financial planning

The Association of Financial Advisers has differed with the FPA on the phasing out of commissions, claiming its position is more aligned with the interests of financial p...

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Financial planning

Advisers with more experience mentor in areas from compliance, engagement and writing SOAs to how to keep files together and technical support....

Financial planning

Advice not just about superannuation and campaign damaging perceptions regarding superannuation, the role of financial advisers and comprehensive advice. ...

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Financial planning

Professional Investment Services (PIS) chief executive Robbie Bennetts has emphasised the value of advice from financial planners, criticising scare campaigns from indust...

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Financial planning

The Association of Financial Advisers (AFA) says use of the term 'adviser' should be restricted and more closely regulated, differentiating between financial advisers and...

Financial planning

The industry body has created a government and policy committee it hopes will strengthen its relationship with the Government and better represent the needs of its member...

Financial planning

Pro bono services offered....

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People & Products

New manager instrumental to AFA's GenXt program....

Financial planning

Lack of understanding will see relationships flounder....

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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 ago

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

3 weeks 5 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. ...

5 days 21 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. ...

1 day 12 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago