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ASSOCIATION OF FINANCIAL ADVISERS
Financial planning
The FPA has reported a 100 per cent surge in its CFP program take up after the CBA and AMP raised educational standards following scandals at the CBA and Macquarie Bank....
Editorial
The reasons for churn in the life/risk arena are long-standing and well-known and insurers need to accept their share of the blame....
Financial planning
The CBA will require its aligned advisers and licensees to hold qualifications in planning-related disciplines as part of its move towards higher education standards. ...
Financial planning
FPA chairman, Matthew Rowe, has queried the dearth of practicing planners on FSC/AFA insurance working group....
Financial planning
After move from PIS to Guardian Advice, Noall & Co have appointed Gavin Glozier as its GM. ...
Funds management
The corporate regulator will consider model portfolios as a suitable investment under best interest duties if they do not adopt mechanistic processes on selecting assets ...
Financial planning
BT Financial Group has opened the way for clients to not only rate their planners but post comments on how they performed....
Financial planning
The new AFA president said it would not match resources with anti-advice groups but focus on member and consumer engagement....
Financial planning
BTFG moves unilaterally be introducing its own adviser register and providing scope for client feedback and assessment....
Life/Risk
Life insurance manufacturers need to take responsibility for last week’s ASIC report into life insurance and supply products that meet consumer needs and not research hou...
Financial planning
A raft of legislative and regulatory change in the financial planning sector has essentially made long-time advisers feel like new entrants to the profession, according t...
Financial planning
The AFA announced it has appointed former AFA Treasurer and NSW director Deborah Kent as national president....
Life/Risk
AFA and FSC form working body while FPA calls for insurance providers to review their offerings...
Policy & Regulation
Increased Government regulation of the financial services sector will not improve the public’s view of the industry, the Minister for Finance and acting Deputy Treasurer,...
Financial planning
A new statutory body should control education and professional standards according to FSC, however it may sideline professional associations seeking self-regulation....
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Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....