ASSOCIATION OF FINANCIAL ADVISERS

Editorial

While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...

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Financial planning

Education provider confident licensees can choose quality training without regulator oversight....

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Financial planning

A technical issue which prompted AFS Group not to establish a trust account via which it could remunerate authorised representatives has ended up denying those planners t...

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Financial planning

Synchron’s John Prossor claims a repeat of the AFS brokerage losses can be avoided by paying advisers without delay....

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Financial planning

AFA calls for clarity after Court rules brokerage account not reserved for advisers....

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Editorial

In a two-horse race at the forthcoming Federal Election, Mike Taylor writes that financial services companies are mainly backing self-interest. ...

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Financial planning

There will be no quick fix to the grandfathering issue and the movement of planners between licensees because any possible post-election scenario could take several month...

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Editorial

The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...

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Financial planning

Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...

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Financial planning

The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...

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Financial planning

Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...

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Life/Risk

Adviser remuneration is only one part of the equation on life/risk churn, says AFA chief executive Brad Fox....

Top 100

Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....

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Financial planning

There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....

Financial planning

A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...

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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. ...

6 days 3 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 17 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...

21 hours 46 minutes ago