BRAD FOX

Financial planning

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

image
Financial planning

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

Financial planning

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

image
Financial planning

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

image
Policy & Regulation

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

image
Financial planning

AFA has accused ISA of hypocrisy for not making its FOFA submission publicly available, despite its loud calls for transparency....

image
Financial planning

The Association of Financial Advisers (AFA) and Plan for Life have named CommInsure 2013 Life Company of the Year....

image
Financial planning

Money Management breakfast will see Kell and Bushby traverse the future of financial services regulation....

image
Financial planning

Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...

image
Financial planning

The Association of Financial Advisers (AFA) says that contrary to recent reports, general advice amendments have no bearing on the activities of financial advisers. ...

image
Financial planning

The AFA calls members to fight 'scare-mongering’ around consumer protection by engaging federal MPs on FOFA....

Financial planning

Education program to offer continuing professional development and credits towards further qualifications. ...

image
Financial planning

The release of draft amendments to FOFA have been welcomed but representative bodies still to pick through the details...

image
Editorial

The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....

image
Financial planning

The financial services industry’s foray into reality TV is gaining traction, with applications flooding in for its new advice show. ...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

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 59 minutes ago