ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

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...

image
Editorial

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...

image
Financial planning

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....

image
Financial planning

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...

image
Policy & Regulation

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

image
Financial planning

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

image
Financial planning

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

image
Financial planning

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 ...

image
Editorial

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...

image
Editorial

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...

image
Superannuation

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

image
Policy & Regulation

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

image
Financial planning

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

image
Editorial

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...

image
Editorial

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...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

4 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

4 weeks 1 day ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

4 weeks 1 day ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

2 weeks ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

4 weeks ago

The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...

3 weeks 1 day ago