ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

Fee-for-service still undefined; consumers have a right to know what is included in the fee and be able to sign off on the costs....

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Accounting

The Minister for Superannuation and Corporate Law, Senator Nick Sherry, canvasses a level-playing field when it comes to licensing accountants and financial planners....

Editorial

The move by the Association of Financial Advisers to not support the Financial Planning Association’s proposal to transition away from commissions-based financial advice ...

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Life/Risk

The national broking group wants to strengthen its life insurance offerings in its 28 branches by recruiting FPA and AFA members to service its existing business client b...

Financial planning

Industry body says criticisms of its new planner remuneration guidelines represent short-term thinking and "run counter to the best interests of planners, clients and the...

Financial planning

The Association of Financial Advisers has differed with the FPA on the phasing out of commissions, claiming its position is more aligned with the interests of financial p...

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Financial planning

Advisers with more experience mentor in areas from compliance, engagement and writing SOAs to how to keep files together and technical support....

Financial planning

Professional Investment Services (PIS) chief executive Robbie Bennetts has emphasised the value of advice from financial planners, criticising scare campaigns from indust...

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Financial planning

Young advisers need to develop communication skills to talk about insurance with their clients....

Financial planning

The Association of Financial Advisers (AFA) says use of the term 'adviser' should be restricted and more closely regulated, differentiating between financial advisers and...

Financial planning

Pro bono services offered....

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Financial planning

Funds and members expected to weather the storm....

Financial planning

Survey finds market meltdown and value of advice the biggest issues facing the industry....

Financial planning

Statistics point to a surge in female planners....

Financial planning

Statistics point to a surge in female planners....

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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. ...

5 days 18 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 9 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago