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AFA
Financial planning
The Association of Financial Advisers has lashed the Parliamentary Joint Committee report into life insurance arguing it is a rehash which falls short of its objectives....
Financial planning
The Financial Planning Association has urged its members to voice their concerns about the latest Financial Adviser Standards and Ethics Authority position so they can be...
Financial planning
The Association of Financial Advisers has told the Productivity Commission that ASIC’s MoneySmart website had skewed consumer expectations by suggesting simple advice can...
Financial planning
The Association of Financial Advisers has cautioned the Financial Adviser Standards and Ethics Authority to be mindful of the importance of retaining advisers in the plan...
Financial planning
The existing financial planning dealer group model is under significant pressure and struggling to remain relevant, according to ClearView managing director, Simon Swanso...
People & Products
AFA Life has announced the recipients of the Company of the Year Awards. ...
Financial planning
The Association of Financial Advisers has dismissed as ‘simply false’ suggestions that degrees older than 10 years might be discounted under the new Financial Adviser Sta...
Financial planning
Financial advisers can play a key role in assisting in creating higher levels of financial literacy, according to the Association of Financial Advisers....
People & Products
Former Association of Financial Advisers chief executive, Brad Fox, has been appointed non-executive director of Tribeca Financial....
Financial planning
The Association of Financial Advisers has signalled its support for the Financial Adviser Standards and Ethics Authority announcement on industry education....
Outsider
At the AFA conference, Outsider learnt a valuable lesson. If you have to do a PowerPoint presentation and you choose to include screenshots of websites, ensure you close ...
Outsider
Conferences are fertile ground for Outsider. He lurks and smiles in fiendish delight, with the fervent hope that attendees will let their hair down and provide Outsider w...
Life/Risk
Advisers need to collaborate with claims managers, health professionals and customers to ensure customers experience optimal results at claims time....
Life/Risk
Insurance product manufacturers need to enhance their offerings to ensure seamless transition from group or direct insurance into advised retail products. ...
Life/Risk
While the debate in the life insurance value chain has been fragmented over the last few years, customers will blame the entire industry when something goes wrong....
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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...