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AFA
Financial planning
The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...
Policy & Regulation
The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....
Financial planning
AFA has accused ISA of hypocrisy for not making its FOFA submission publicly available, despite its loud calls for transparency....
Financial planning
The Association of Financial Advisers (AFA) and Plan for Life have named CommInsure 2013 Life Company of the Year....
Financial planning
Money Management breakfast will see Kell and Bushby traverse the future of financial services regulation....
Financial planning
Planners need to make sure clients have realistic expectations of retirement, not just financially but also in terms of their personal goals....
Editorial
There exists plenty of evidence that the External Dispute Resolution regime and its interplay with PI cover is proving problematic for the financial planning industry. Mi...
Financial planning
Adviser education programs are at risk of being severely cut because the way they are funded is seen as conflicted remuneration, says AFA. ...
Financial planning
Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...
Financial planning
The Association of Financial Advisers (AFA) says that contrary to recent reports, general advice amendments have no bearing on the activities of financial advisers. ...
Financial planning
Investors in the retirement space have an obligation to deliver their clients a cocktail of low risk and high predictability, a senior investment manager believes....
Editorial
No one should be surprised by Industry Super Australia CEO David Whiteley's response to the release by the Government of an options-stage Regulatory Impact Statement of i...
Financial planning
The AFA calls members to fight 'scare-mongering’ around consumer protection by engaging federal MPs on FOFA....
Editorial
While there are many loose ends associated with the Future of Financial Advice regime, Mike Taylor writes that the Government should avoid allowing its Financial Systems ...
Financial planning
Education program to offer continuing professional development and credits towards further qualifications. ...
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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...