AFA

Accounting

CPA and ICAA argue against any delay to TASA implementation, claiming it will generate consumer uncertainty....

Accounting

FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....

Superannuation

Super contribution cap welcomed for older workers but slug on higher earners is disincentive and adds complexity to system...

Superannuation

Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...

Financial planning

AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....

Life/Risk

ASIC will spend the next 12 months focusing intensely on churn, according to the senior executive leader of the financial advisers team, Joanna Bird. ...

Financial planning

Only the Coalition in the Senate stands between the passage of the legislation enshrining ‘planner’/‘adviser’....

Financial planning

Financial advisers who focus on communication with clients benefit at the bottom line...

Policy & Regulation

Planners receiving remuneration based on clients’ gearing instalments may have to adjust pre-FOFA....

Financial planning

Just like any other business, financial advice practices need to think about sustainability. Marc Fabris explains how to make sure your business enjoys many happy birthda...

Policy & Regulation

Govt appears unmoved by industry efforts to extract a further extension of the TASA arrangements....

Superannuation

Despite comments by the Prime Minister Julia Gillard some weeks ago that “everything was back on the table” when it came to superannuation, the financial services industr...

Financial planning

The AFA will soon be rolling out its revamped mentoring program in an effort to bridge the gap between its GenXt and more experienced advisers....

Editorial

An important statistical snippet came to light during the hearings into legally enshrining the terms ‘financial planner/adviser’ – nearly 50 per cent of planners/advisers...

Superannuation

Industry broadly welcomes Government’s decision to include contribution cap rise for over-60s in Budget....

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 13 hours ago