association of financial advisers

ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

Further guidance needed on TASA requirements: AFA

Draft proposals to waive the tax and commercial law course requirements for registration under the TASA are being welcomed by the AFA....

Policy & Regulation

'Can you trust ISA on FOFA?’: AFA

Questions are being asked about Industry Super Australia’s integrity after its 'Compare the Pair’ advertising campaign was labelled as potentially misleading by ASIC....

Policy & Regulation

Cormann’s FOFA reforms plan gets mixed reaction

Industry lobbyists are giving the Federal Government’s decision to plough ahead with the implementation of some elements of the Future of Financial Advice reforms a mixed...

Financial planning

Grandfathering still hindering quality advice

The grandfathering problems that plagued the advice space a year ago continue to stymy advisers and remain heavy burden on consumer choice, the Association of Financial A...

Policy & Regulation

AFA not surprised by FOFA committee report

The AFA is not surprised by the report of the Parliamentary Committee on the FOFA amendments but wants the line held on product advice....

Financial planning

AFA and Zurich revamp Adviser Award

The Association of Financial Advisers (AFA) and foundation award partner Zurich have launched the inaugural advice practice of the year award....

Financial planning

AFA clarifies view on general advice

The AFA has restated its wariness about the general advice exemption at a Senate hearing. ...

Financial planning

Budget divides planning organisations

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

Editorial

Meting out equal justice

Mike Taylor writes that ASIC is right to pursue managers with just as much vigour as it pursues financial planners when things go wrong. ...

Editorial

Outflanked in FOFA PR battle

Mike Taylor writes that planners and the Government need to reflect upon how they were once again outflanked by the industry funds in the battle for the hearts and minds ...

Financial planning

Financial planning salary survey – sales skills no longer a must have

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...

Financial planning

Vertically integrated dealer groups - weighing up the pluses and minuses

Milana Pokrajac explores the pluses and minuses of vertically integrated dealer groups and the concept of a so-called ‘benign institution’....

Financial planning

Education that will shape financial planning

While education has long been the yardstick by which advisers are measured, the bar has been raised and standards have become more widespread than ever before. As Jason S...

Policy & Regulation

AFA produces FOFA facts analysis

The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....

Editorial

Keeping our regulators non-political

The executive director of the Revenue Group within the Federal Treasury, Rob Heferen, made a very important point to last month’s SPAA conference in Brisbane: any change ...