AFA

Editorial

In the lead up to the Federal Budget it remains to be seen whether the Minister for Financial Services, Bill Shorten, will deliver on legislating the restricted use of th...

Policy & Regulation

The Association of Financial Advisers says exposing the degree to which the Industry Super Network was driving the Future of Financial Advice changes represented one of t...

Editorial

Some of the players might not approve of the way in which the FOFA bills will ultimately be shaped but, as Mike Taylor reports, a Money Management roundtable has conclude...

Financial planning

Scaled advice remains an area of considerable uncertainty despite the Future of Financial Advice bills having passed the House of Representatives....

Policy & Regulation

The Financial Services Council and Association of Financial Advisers have joined together to provide a forum looking at life in a post-FOFA financial planning world....

Financial planning

Financial advisers should take certain precautions when investing in technology, according to Synchron chair Michael Harrison....

Financial planning

The Association of Financial Advisers and Financial Planning Association say the ISN has no justification for maintaining its anti-planner advertising post-FOFA....

Policy & Regulation

The FPA's code of conduct will not be the only approach considered by ASIC, with the Association of Financial Advisers's principles of practice also ready for implementat...

Policy & Regulation

Strongly divergent views have emerged from Australia's major financial planning organisations in the wake of the FOFA bills, while the Opposition has made a policy commit...

Policy & Regulation

The Association of Financial Advisers urges Bill Shorten to become involved in FOFA discussion rather than allowing Industry Super Network to act as an intermediary....

Financial planning

The Coalition has expressed disbelief the FPA may have done a deal with the ISN conceding opt-in in exchange for other concessions including enshrining the term “financia...

Financial planning

After the introduction of the FOFA changes, financial advisers will need to use their soft skills to articulate the value of their advice. Chris Kennedy reports....

Financial planning

ASIC's regulatory framework around financial planner education is changing, which means many planners will have to pull their socks up and hit the books. Chris Kennedy re...

Editorial

The financial planning industry understands that time is running out to extract key amendments to the FOFA bills and, as Mike Taylor writes, the industry has distilled it...

Policy & Regulation

The FPA and AFA will continue to press for amendments to FOFA despite the 12-month implementation period....

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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

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

4 weeks 1 day 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 4 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 ago