AFA

Financial planning

With over 95% of both FPA and AFA members voting in favour, the proposed merger of the entities into the Financial Advice Association of Australia (FAA) has been confirme...

Financial planning

A merger between the FPA and AFA would be a “fundamental shift” for the financial advice industry, according to FPA chair David Sharpe, as voting opens for members....

Financial planning

Ahead of the vote to determine a merger between Australia’s leading financial advice bodies, the FPA and AFA have shared the possible name of the combined organisation....

Financial planning

Phil Anderson, CEO of the Association of Financial Advisers, is hopeful the Government will embrace the ‘brave’ ideas put forward by Michelle Levy in the Quality of Advic...

Financial planning

A merger between the FPA and AFA would give the industry a stronger voice to Government and consumers, according to FPA chair David Sharpe....

Financial planning

According to this financial planning software CEO, digital innovation in the adviser landscape is crucial for greater efficiency and to reach younger clients....

Financial planning

The FPA and AFA have entered the second round of member consultation on the proposed merger. ...

Financial planning

The FPA and AFA have begun the process to consult with members on the new name for the proposed merged organisation. ...

Financial planning

The Code of Ethics should be revamped next year following a Treasury review, according to AFA chief executive Phil Anderson, with problems cited in the introduction of th...

Financial planning

The FPA and AFA will consult with their members on what a potential merged organisation should be called and has confirmed there will be no increase in membership fees....

Life/Risk

AFA chief executive, Phil Anderson, has clarified Quality of Advice Review proposals regarding obtaining client consent for life insurance commission following a meeting ...

Financial planning

The FPA and AFA have confirmed the timing for a vote on a potential merger between the two parties. ...

Financial planning

Adviser Ratings has found more than 80% of advisers back the merger of the FPA and the AFA as most prefer to hold only one association membership....

People & Products

Association of Financial Advisers members will have the opportunity to share their views on the proposed merger with Financial Planning Association of Australia in a seri...

Editorial

The proposed merger of the FPA and AFA is a step forward – not just for the profession, but for all those yet to benefit from financial advice....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

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

5 months ago

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

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 16 hours ago