ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

Australia's key financial planning industry organisations have been heartened by a declaration by NSW independent Rob Oakeshott that he will oppose 'opt-in' when the Gove...

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Policy & Regulation

The Labor Party's leadership struggles could distract the party from addressing issues related to the FOFA reforms, according to Association of Financial Advisers politic...

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Financial planning

The Association of Financial Advisers (AFA) will require all adviser members to complete the AFA's ethics unit to attain the AChFP designation from 1 July this year....

Financial planning

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...

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Policy & Regulation

The finance industry has found itself in a similar situation to the financial planning industry around the Government's handling of new legislation....

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Editorial

Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....

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Financial planning

Financial planning groups have expressed serious concerns about ASIC's proposal to allow transition-to-retirement (TTR) strategies within intra-fund financial advice....

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Financial planning

It is up to the financial planning industry to actively lift its standards regardless of what arises out of the FOFA legislation, according to Association of Financial Ad...

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Policy & Regulation

The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....

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Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....

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Editorial

Mike Taylor reports that the likelihood of a bipartisan report and meaningful amendments emerging from the Parliamentary Joint Committee reviewing the FOFA bills is becom...

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Financial planning

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....

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Policy & Regulation

The financial planning industry is remaining vigilant despite Government assurances on FOFA bills' debate timing....

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Policy & Regulation

As many as 35,000 people in the financial advice industry will lose their jobs if the proposed FOFA reforms go ahead without amendment, according to the Association of Fi...

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Financial planning

ASIC has been placed on notice to adopt a more independent stance in the wake of the regulator having presented a Parliamentary Joint Committee (PJC) with preliminary dat...

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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. ...

6 days 19 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. ...

2 days 10 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...

1 day 14 hours ago