AFA

People & Products

The Association of Financial Advisers has announced the appointment of Rob Coulter to the position of general manager, partnerships, commencing from 15 July 2019....

Financial planning

The Financial Services Council has called on the Government to use a review of the Tax Practitioners Board to align and streamline the financial planner regulatory regime...

Financial planning

The Association of Financial Advisers has told the Tax Practitioners Board that its proposal to impose the need for a Letter of Engagement on financial (tax) advisers is ...

Policy & Regulation

FASEA has approved the Kaplan version of two AFA Professional Designations — the Fellow Chartered Financial Practitioner and Chartered Life Practitioner....

Financial planning

The Association of Financial Advisers has warned the Tax Practitioners Board that it is simply adding to current adviser stress levels by proposing tough new rules around...

Financial planning

Financial planners face the need to convince the Senate cross-bench of the virtue of allowing more time for them to sit the Financial Adviser Standards and Ethics Authori...

Financial planning

The industry’s two main industry bodies have continued their unified response navigating the difficult landscape advisers are facing, yesterday meeting together with Sena...

Life/Risk

The financial planning industry’s two major member associations have confirmed that they will be taking a joint approach to the regulator’s life insurance review, with re...

Features

Mike Taylor writes that the new assistant minister for Superannuation, Financial Services and Financial Technology will find some urgent matters sitting in her portfolio ...

Policy & Regulation

When the new assistant minister for Superannuation, Financial Services and Financial Technology, Jane Hume is sworn in tomorrow she will face some significant challenges ...

Financial planning

The Financial Planning Association and the Association of Financial Advisers have formed a joint taskforce to help guide the future of life/risk commissions....

Financial planning

Both the Financial Planning Association and the Association of Financial Advisers have signalled that their lobbying priority with the newly re-elected Morrison Governmen...

Financial planning

The Association of Financial Advisers has expressed utter confusion at why Industry Super Australia would think financial advisers stood to gain anything from the rebatin...

Financial planning

The Federal Treasury has been warned that politicians have failed to understand grandfathering with the result that the emotional health and well-being of advisers is bei...

Financial planning

The Association of Financial Advisers has accused the Government of unliterally and retrospectively seeking to alter the contract which exists between licensees and the A...

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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....

3 weeks 2 days ago

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

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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