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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

3 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 2 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 5 days ago