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ASSOCIATION OF FINANCIAL ADVISERS
Financial planning
When AFA chief Brad Fox asked Roadshow attendees in Sydney to put their hands up if they thought the financial advice industry was a profession, only 5-10 per cent of peo...
Financial planning
Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...
Financial planning
The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...
Life/Risk
Cultural shifts over the last few years might have resulted in consumers driving churn, according to an insurance executive....
Financial planning
Association of Financial Advisers (AFA) chief executive officer Brad Fox has called for a new life insurance awareness campaign after a white paper revealed a huge gap be...
Life/Risk
Some progress appears to be being made towards finding common ground on life/risk sustainability and churn....
Financial planning
Financial advisers should not ignore the value of having soft and sales skills when it comes to servicing their clients, writes Tim Browne. ...
Financial planning
AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...
Policy & Regulation
The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....
Editorial
If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...
Financial planning
ASIC seeks industry input on a shift to higher knowledge and skills levels for planners. ...
Accounting
Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...
Financial planning
The AFA has partnered with Kaplan Professional to provide formal and practical education to its members....
Editorial
The Federal Government and ASIC insist that life/risk churn is real and that it is a serious issue. There exist many advisers in the life/risk space who believe ASIC and ...
Financial planning
The Federal Opposition will fight for changes to the TASA timetable in Parliament, but will revisit the issue post-election if the Parliamentary battle fails....
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....