AFA
Financial planning
The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....
Financial planning
Six women have been named finalists for the third annual Association of Financial Advisers (AFA) and TAL AFA Female Excellence and Advice Award. ...
Financial planning
The major planning organisations are already gearing up to meet with the new Abbott Government ministers....
Financial planning
The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....
Financial planning
The FOFA fee disclosure requirements seem to have confused as many clients as they have informed....
Financial planning
For those advisers aspiring to greater things, two recent pieces of research may contain the insights they need to drive their business further, according to Zurich’s Ric...
Editorial
Just days will separate two key conferences aimed at financial planners and advisers next month, but Mike Taylor writes that success or failure will not be judged solely ...
Financial planning
The major planning organisations expect the newly-elected Coalition Government to deliver on the promised changes to FOFA....
Financial planning
The Fold Legal launches three new online learning modules in its Financial Advice Series....
Life/Risk
Australian consumers are more engaged with life insurance than ever before, which could be the cause of increased lapse rates, according to chief executive officer of TAL...
Editorial
While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...
Financial planning
Education provider confident licensees can choose quality training without regulator oversight....
Financial planning
A technical issue which prompted AFS Group not to establish a trust account via which it could remunerate authorised representatives has ended up denying those planners t...
Financial planning
Challenger is counting on the incumbent Government to swiftly change regulation around a particular type of annuity product and clear the way for its launch in Australia....
Financial planning
Synchron’s John Prossor claims a repeat of the AFS brokerage losses can be avoided by paying advisers without delay....
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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...