ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....

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Financial planning

Although it is still early days in terms of the fallout from the Queensland floods, Australia’s financial advisory industry has begun looking into what assistance w...

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Financial planning

AFA chief Richard Klipin has called on the financial services industry to create a united message for consumers next year, following the launch of a new group called the ...

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Editorial

As the Federal Treasury reaches the final stages of its consultation process around the Future of Financial Advice reforms, the debate has seemed closed to the very peopl...

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Editorial

To be regarded as a serious profession, the industry must differentiate between properly qualified financial planners and those with lesser qualifications, writes Mike Ta...

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Editorial

The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...

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Financial planning

Notwithstanding the criticisms that have been directed at the FPA and the course it has charted, outgoing FPA chief Julie Berry believes the FPA’s direction has alw...

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Financial planning

The possibility of a single professional association arose during several sessions at the Financial Planning Association (FPA) national conference, one of which included ...

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Editorial

The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....

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Financial planning

The limited nature of the adviser/client relationship with respect to intra-fund advice may make it difficult to impose a uniform interpretation of fiduciary duty, accord...

Financial planning

The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...

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Financial planning

The Federal Government has revealed its 16-member advisory panel for financial advice and professional standards....

Financial planning

The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....

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Editorial

Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...

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Financial planning

Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...

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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 ago

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

3 weeks 5 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 4 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. ...

1 day 19 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...

23 hours 27 minutes ago