ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

Bringing in younger advisers while providing support for the licensees with the Professional Year requirements should be industry priorities or it could cease to exist in...

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Financial planning

AFA general manager of policy and professionalism, Phil Anderson, has responded to questions about whether the planning group will be doing anything to get the Life Insur...

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Financial planning

The Association of Financial Advisers has welcomed the release of the Financial Services Council white paper that proposed recommendations to reduce the cost and time inv...

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Financial planning

Five years after the UK’s Retail Distribution Review, the number one thing its advice firms are working on is making technology remove the work, according to CoreData....

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Financial planning

Although the approaching retirement income covenant will explicitly apply to superannuation trustees, it will be impossible for advisers to pretend like nothing has chang...

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Financial planning

Prior to now, advisers were not in a position to deal with understanding the design and distribution obligations but now is the time given the raft of information coming ...

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Financial planning

As only a fraction of the population receives financial advice, overcoming media perception is the most challenging factor in building trust with the broader community, a...

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Policy & Regulation

Around three-quarters of financial advisers will have to fund the cost of the Compensation Scheme of Last Resort, and the range of products included in the government’s p...

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Expert Analysis

Phil Anderson writes how advisers can be supported in the in the run up to the FASEA exam deadline as this can be a stressful period for those yet to pass....

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Financial planning

Association of Financial Advisers chief executive, Phil Kewin, wants a Choice executive to withdraw a statement suggesting financial advisers can’t be trusted to act in c...

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Financial planning

It was well known that a consortium led by the FPA and AFA was seeking authorisation of as a code monitoring body but the Australian Securities and Investments Commission...

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Financial planning

Advisers should not be tainted by media reports that they are using stamping fees as a remuneration loophole, according to the Association of Financial Advisers. ...

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Financial planning

The Federal Government is being confronted by an increasingly united front on the need to retain the deductibility of advice fees from MySuper products....

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Financial planning

AFA’s Phil Anderson says that despite pushback on Royal Commission recommendations to change trail commissions for mortgage brokers, advisers were still better prepared f...

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Financial planning

The Financy Women’s Index has posted its best performance of 2019 in the December quarter thanks to a number of fresh records set in women’s financial progress....

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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 12 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 3 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