AFA

Financial planning

The Treasurer, Josh Frydenberg, faces a fight from the financial planning industry as he seeks to move forward on implementing a Royal Commission recommendation banning t...

Financial planning

AFA’s Phil Anderson says that despite pushback on Royal Commission recommendations to change trail commissions for mortgage brokers, advisers were still better prepared f...

Financial planning

The Financial Adviser Standards and Ethics Authority has granted one credit recognition of prior learning to coursework linked to the AFA’s FChFP designation and SAFAA’s ...

Financial planning

Financial advisers are facing significant extra hours of work to transition clients across to annual renewals....

Financial planning

Proposed new legislation would have the effect of compelling advisers or licensees to breach report competitors if they believed something adverse was happening....

Financial planning

The two associations have come together to help those impacted by the bushfires to rebuild financially....

Financial planning

The Financy Women’s Index has posted its best performance of 2019 in the December quarter thanks to a number of fresh records set in women’s financial progress....

Financial planning

How the Government proposes to approach yearly opt-in and fee arrangements is expected to be made clearer in the next week or so and financial adviser groups are bracing ...

Policy & Regulation

Self-Managed Superannuation Funds should be exempted from the Government’s new design and distribution regime because they are not like other financial products, accordin...

Policy & Regulation

Advisers and their clients should retain control of opt-in arrangements and there should be flexibility for low fee-paying clients with less frequent interactions, accord...

Financial planning

Submissions directed to Treasury around the end of grandfathering revealed little significant resistance but genuine concern around how client rebates should work....

Financial planning

Amid concern and confusion around how the Australian Securities and Investments Commission yearly opt-in and fee disclosure will work, adviser groups are urging flexibili...

Financial planning

Three months after the resignation of Matthew Rowe the Government has looked to former NAB Wealth executive, Will Hamilton, to fill the vacant industry spot on the board ...

Policy & Regulation

The Government may have promised action months ago, but the legislation which will extend the time-frames applying to the Financial Adviser Standards and Ethics Authority...

Financial planning

Faced with unilateral action on the part of some superannuation funds, the Association of Financial Advisers has sought to move ahead of the Government’s 2020 legislative...

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

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

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 6 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

4 weeks 1 day ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 1 day ago
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