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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 18 hours ago