AFA CHIEF EXECUTIVE

Editorial

The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...

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Financial planning

The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...

Accounting

Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...

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Life/Risk

AFA insists any examination of churn and self-regulation must look beyond the adviser channel....

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Accounting

FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....

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Superannuation

Super contribution cap welcomed for older workers but slug on higher earners is disincentive and adds complexity to system...

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Financial planning

AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....

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Financial planning

Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....

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Financial planning

Financial advisers who focus on communication with clients benefit at the bottom line...

Financial planning

The Association of Financial Advisers (AFA) has signaled it is devising a "consumer-centric" program for its October national conference on the Gold Coast....

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Financial planning

FSC senior adviser, Cecilia Storniolo has pointed to the differences in treatment between accountants and planners on TASA....

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Financial planning

AFA has launched a new initiative to “connect and support” females across the financial advice industry....

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Financial planning

A new Association of Financial Advisers white paper has uncovered what good financial planning practices do well - but also what they need to improve on. ...

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Financial planning

AFA survey reveals most believe accountants should be held to FOFA standard rather than APES 230....

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Financial planning

The Financial Services Council's backdown on its 'churning' policy has been welcomed by the Association of Financial Advisers (AFA)....

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Never miss the latest news and developments in wealth management industry

baffled

I don't have any faith in the regulator. I've stopped reading these and just think some poor guy got busted for a spell...

1 day 1 hour ago
Chris Cornish

By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...

4 days 6 hours ago
Chris Cornish

Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...

4 days 6 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

10 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

10 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

10 months 2 weeks ago