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AFA

Financial planning

A financial planning and accounting company head has taken the media to task for seeking to tar financial advisers with the one brush when he says the vast majority are t...

Financial planning

The Australian Securities and Investments Commission granted class order relief with respect to advisers being required to be members of a code-monitoring body and questi...

Financial planning

The AFA has called on the Labor Party to support the one-year extension for advisers to meet exam requirements as the party had withdrawn its previous support....

Financial planning

While industry associations have welcomed the six-month deferral, they have called for the Government to be open to reviewing the timeline given the uncertainty of the CO...

Life/Risk

Data needs to be collected on the fees paid to lawyers on group life insurance claims, according to the Association of Financial Advisers....

Financial planning

Advisers receiving asset-based fees have ‘skin in the game’ which is important at time such as the current market volatility being generated by COVID-19, according to the...

Financial planning

Another drop in the pass rate for the FASEA exam has shown the industry is going to struggle to give affordable advice to Australians unless it can bring in more talent....

Financial planning

The Financial Planning Association has echoed the Association of Financial Advisers in calling on Choice to retract derogatory comments about financial planners....

Financial planning

Association of Financial Advisers chief executive, Phil Kewin, wants a Choice executive to withdraw a statement suggesting financial advisers can’t be trusted to act in c...

Financial planning

Extraordinary circumstances call for a changed regulatory approach says AFA....

Financial planning

Both advisers and their clients are opting for telephone and screen-based consultations amid growing fears around transmission of the coronavirus....

Financial planning

Advisers should not be tainted by media reports that they are using stamping fees as a remuneration loophole, according to the Association of Financial Advisers. ...

Financial planning

The Federal Government is being confronted by an increasingly united front on the need to retain the deductibility of advice fees from MySuper products....

Financial planning

The Financial Services Council has backed MySuper members having access to once-off financial advice, rather than ongoing advice with ongoing fees....

Financial planning

The Federal Government has been challenged to explain why financial advisers and mortgage brokers are being targeted in the wake of the Royal Commission when others inclu...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

5 days 11 hours ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 weeks 2 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 1 day ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 1 day ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 3 days ago