ASSOCIATION OF FINANCIAL ADVISERS

Policy & Regulation

The Association of Financial Advisers urges Bill Shorten to become involved in FOFA discussion rather than allowing Industry Super Network to act as an intermediary....

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Financial planning

The Coalition has expressed disbelief the FPA may have done a deal with the ISN conceding opt-in in exchange for other concessions including enshrining the term “financia...

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Financial planning

After the introduction of the FOFA changes, financial advisers will need to use their soft skills to articulate the value of their advice. Chris Kennedy reports....

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Financial planning

ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...

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Editorial

The financial planning industry understands that time is running out to extract key amendments to the FOFA bills and, as Mike Taylor writes, the industry has distilled it...

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Policy & Regulation

The FPA and AFA will continue to press for amendments to FOFA despite the 12-month implementation period....

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Policy & Regulation

All focus has turned to Opposition amendments and the attitude of the independents as Parliament prepares to debate the FOFA bills....

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Financial planning

Financial services educators are aiming to be prepared for whatever changes may arise from the ASIC's CP153 consultation paper into education standards, even though no ne...

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Policy & Regulation

The absence of key independent Bob Katter emerges as a concern as the FOFA bills loom for debate....

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Policy & Regulation

Both the FPA and AFA have distilled their lobbying on FOFA to sets of key issues and vow to maintain the fight....

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Policy & Regulation

Financial planning industry awaits announcements from Financial Services Minister, Bill Shorten, while lobbying around FOFA amendments intensifies....

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Life/Risk

The risk insurance industry has defied all odds and continued to experience strong growth amid economic uncertainty. However, that is not to say the sector has managed to...

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Policy & Regulation

The financial services industry has turned its attention to the parliamentary independents in the wake of the failure of the PJC reviewing the FOFA bills....

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Policy & Regulation

A perception that volume rebates from product issuers to dealer groups will be allowed "in some shape or form" by the FOFA reforms prompted a turnaround in financial plan...

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Policy & Regulation

Observers attending the parliamentary committees reviewing the FOFA bills are concerned at the absence of the Australian Greens....

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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 1 day ago

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

3 weeks 6 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. ...

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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...

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