POWERED BY MOMENTUM MEDIA
AFA
Financial planning
Association of Financial Advisers (AFA) chief executive officer Brad Fox has called for a new life insurance awareness campaign after a white paper revealed a huge gap be...
Life/Risk
Some progress appears to be being made towards finding common ground on life/risk sustainability and churn....
Financial planning
Financial advisers should not ignore the value of having soft and sales skills when it comes to servicing their clients, writes Tim Browne. ...
Financial planning
AMP will make it mandatory for nearly 2000 planners to be members of a professional association. ...
Superannuation
Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...
Policy & Regulation
The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....
Editorial
If one issue has clearly defined the divide which continues to exist between financial planners and accountants, it has been the chequered passage of the Government’s Tax...
Accounting
Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...
Financial planning
The AFA has partnered with Kaplan Professional to provide formal and practical education to its members....
Financial planning
The Federal Opposition will fight for changes to the TASA timetable in Parliament, but will revisit the issue post-election if the Parliamentary battle fails....
Financial planning
The financial planning industry is not expecting a bipartisan report from the Parliamentary Joint Committee (PJC) reviewing the Tax Agents Services Act (TASA) legislation...
Financial planning
FSC places $1 billion price tag on TASA implementation as PJC weighs competing submissions from accounting and planning industries....
Accounting
Accounting bodies claim Government’s concessions to planners on TASA are a negative outcome for consumers....
Life/Risk
AFA insists any examination of churn and self-regulation must look beyond the adviser channel....
People & Products
The AFA has appointed Deborah Kent to its board as NSW director, replacing Mark Hoskin....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...