ASSOCIATION OF FINANCIAL ADVISERS

People & Products

In its aim to strengthen its brand, the Association of Financial Advisers (AFA) has appointed a marketing and strategy manager....

Financial planning

Concerns have been raised about ASIC appearing to unilaterally urge consumers away from asset-based fees....

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Financial planning

The Federal Treasury appears to have left open the question of a statutory compensation scheme covering financial planners, with a review due for completion in January st...

Editorial

The new lobbying group AusFIN may present a united front for consumer groups and the industry super funds, but Mike Taylor writes that a closer look at its members reveal...

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Editorial

With the Gillard Government believed certain to impose client 'opt in' arrangements on financial planners, Mike Taylor writes that some serious questions are being asked ...

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Financial planning

Lobby groups with vested interests sparked the endless debate around adviser remuneration, which is clouding the issue of inadequate levels of retirement savings and chro...

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Editorial

The Assistant Treasurer, Bill Shorten, faces the prospect of some serious horse-trading in both houses of Parliament to get the financial advice 'opt in' legislation pass...

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Editorial

Another round of research aimed at defining the attitudes of financial planners appears to have confirmed the existence of a generational divide on some of the key questi...

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Policy & Regulation

The Government has good intentions with the Future of Financial Advice (FOFA) reforms, but the advice industry needs to make sure history is not repeated, according to th...

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Financial planning

Although most advisers are working to improve the public image of the advice industry, the next generation is in a better position to do so....

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Editorial

With draft legislation resulting from the Future of Financial Advice reforms due out within months, Mike Taylor writes that much more is at stake than how financial plann...

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Policy & Regulation

One of the unintended consequences of the Government’s Future of Financial Advice (FOFA) reforms may be a shortage of 'generalist' financial planners, according to ...

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Editorial

The Government's Future of Financial Advice proposals may serve to alter the legislative environment but, as Mike Taylor writes, new research suggests much more is requir...

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Policy & Regulation

The key lobby groups making up the financial services industry are hoping to see the first draft of the legislation emanating from the Government’s Future of Financ...

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Editorial

The financial planning industry has ended 2010 amid just as much uncertainty as the beginning of the year, writes Mike Taylor....

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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 6 days ago

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

1 month 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. ...

1 week 4 days 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. ...

1 week 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...

6 days 8 hours ago