association of financial advisers

ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

Intra-fund changes fall short of level playing field

Changes to the delivery of intra-fund financial advice preclude recommendations to consolidate superannuation accounts or move from one fund to another, but still fall sh...

Editorial

Financial planners take the brunt of a tough year

As 2011 draws to a close, it is worth reflecting upon what a challenging year it has been for Australian financial services generally and financial planners in particular...

Financial planning

FOFA uncertainty and industry consolidation takes its toll on financial services

The tortuous progress of the FOFA reforms and ongoing industry consolidation has defined 2011 for the financial services sector, write Tim Stewart and Milana Pokrajac....

Financial planning

CFP students more than double in 2011

The number of students in Certified Financial Planner (CFP) aligned courses more than doubled in 2011 and the industry is now viewing graduate entrants more favourably, a...

Policy & Regulation

Change of speaker changes odds on FOFA

The change of speaker in the House of Representatives has made it more likely FOFA will pass with little amendment....

Financial planning

Uncertainty surrounds Oakeshott on opt-in

Despite ongoing lobbying by financial planners, there exists no certainty that key independents Rob Oakeshott and Andrew Wilkie will support key FOFA amendments....

Financial planning

FPA most influential group, says Shorten

The Assistant Treasurer and Minister for Financial Services, Bill Shorten, says the Financial Planning Association has been the most influential financial planning body i...

Financial planning

FOFA - the good, the bad and the ugly

With both tranches of the Future of Financial Advice draft legislation now released, participants in a Money Management roundtable discuss the good, the bad and the ugly ...

Editorial

FOFA impasse unlikely to be resolved

Much attention has been directed towards the manner in which a Parliamentary Joint Committee will handle the Government's Future of Financial Advice legislation but, as M...

Editorial

Why Industry Super Network's advertising carries risk

Some tough questions have been asked about the Industry Super Network's (ISN's) long-running television advertising in recent weeks - a number of times in the Federal Par...

Superannuation

Financial planning industry welcomes superannuation guarantee rise

The financial planning industry has welcomed the Government's proposal to raise the superannuation guarantee from 9 per cent to 12 per cent....

Policy & Regulation

Independents offer less certainty on FOFA

Financial planners have renewed their lobbying efforts on FOFA - but the key independents are playing their cards very close to the chests....

Financial planning

Financial planners rebuff ambulance chasers

Financial advisers have reacted angrily to continuing attacks on the industry by compensation lawyers who blame financial planners for negative market performance and enc...

Editorial

Trust the price the Government will pay for FOFA

Something became very clear when Money Management recently conducted a roundtable focusing on the Future of Financial Advice (FOFA) legislation tabled in the Parliament e...

Editorial

FOFA - Shorten's bitter harvest

While many in the financial planning industry support the broad, original thrust of the Future of Financial Advice changes, Mike Taylor writes that the manner of their in...