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Financial planning
The Association of Financial Advisers has warned its members that product providers are unilaterally contacting clients regarding ongoing adviser fees and services....
Financial planning
The Association of Financial Advisers has urged the Federal Government to allow clients to opt-in to grandfathered arrangements and to carve-out particular products such ...
People & Products
Young industry members have come together to create an industry-first event to support young professionals in the industry....
Financial planning
The Association of Financial Advisers has accused Royal Commissioner, Kenneth Hayne, of a failure to acknowledge the value of advice and a failure to understand the confl...
People & Products
TAL Life has taken out AFA’s Life Company of the Year award for the second year in a row at the Association of Financial Advisers’ Life Company of Year Awards....
Editorial
The chief executive of the Financial Planning Association (FPA), Dante De Gori is absolutely right to urge the major parties against turning the final recommendations of ...
Financial planning
Association of Financial Advisers executive, Phil Anderson has pointed to flaws in the final report of the Royal Commission and suggested it was confused on the issue of ...
Financial planning
The Association of Financial Advisers has pointed to the problematic nature of the new Financial Adviser Standards and Ethics Authority Code of Ethics in circumstances wh...
Financial planning
The Association of Financial Advisers has claimed the Royal Commission failed to hit what it was aiming at and, instead, has impacted small financial advisers and mortgag...
Financial planning
The question at the forefront of many minds in the financial planning industry is whether any individual executives will face prosecution as a result of key decisions on ...
Financial planning
Ahead of the Royal Commission’s final report’s release on Monday, advisers could benefit from considering a fee structure that places the value clients receive from advic...
Financial planning
The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...
Financial planning
Four out of five advisers believe that the Best Interests Duty has been necessary to raise industry standards, with the compliance regime improving their confidence in th...
Financial planning
The Financial Adviser Standards and Ethics Authority has seemingly omitted the ‘Graduate Outcome Statements’, referred to in FPS002 Program and Provider Accreditation Pol...
Financial planning
A number of financial advisers have reacted angrily to the latest Financial Adviser Standards and Ethics Authority education pathways policy claiming it allows insufficie...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...