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ASSOCIATION OF FINANCIAL ADVISERS
Financial planning
AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....
Financial planning
Should ‘financial planner’ and ‘financial adviser’ be synonymous in the eyes of law?...
Policy & Regulation
The implementation of the Future of Financial Advice (FOFA) reforms looks set to remain "medium soft" until 1 July 2014, according to Shadow Treasurer Mathias Cormann. ...
Financial planning
The Financial Services Council's backdown on its 'churning' policy has been welcomed by the Association of Financial Advisers (AFA)....
Financial planning
Dealer groups are looking to reduce the average age of their financial planner-base as a way of "future proofing" their business. ...
Financial planning
Up-to-date insurance data feeds can improve practice management for financial advisers, but more insurers need to come on board, AFA chief executive Brad Fox said....
Financial planning
AFA canvasses concept that two-tiered code of conduct with ethics and providing good advice is more important than obviating opt-in....
Financial planning
The Financial Services Council (FSC) is set to seek class order relief from provisions in the Trade Practices Act in order to implement its anti-churning policy, accordin...
Financial planning
The Association of Financial Advisers (AFA) has announced the launch of its 2013 GenXt Road Show with this year’s theme being The Age of Consumers....
Financial planning
The AFA has launched its 2013 GenXt Road Show, which kicks off in Hobart on 5 February and will visit Adelaide, Perth, Melbourne, Sydney and Brisbane....
Financial planning
The financial planning industry has welcomed ASIC's guidance on fee disclosure, though some argue it should have applied only to new clients....
Financial planning
We know what challenges lie ahead, but how will financial advisers handle them? Zurich's Philip Kewin sets out to gauge their readiness....
Policy & Regulation
From 1 July this year, planners will have to divide their client base into pre-FOFA and post-FOFA clients, according to Madison Financial Group head of compliance Cheyenn...
Editorial
2012 will stand as a watershed year for the Australian financial planning industry – the year during which the various elements of the Future of Financial Advice (FOFA) l...
Editorial
Apart from volatile markets and investor sentiment, this year has also seen major policy developments, new investment trends and key career and business moves. Tim Stewar...
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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....