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Financial planning

The Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) are set to clash after the AFA indicated that as part of its move to secure a des...

Financial planning

Financial planning dealer groups are using a combination of the new privacy regulations and the Financial Services Reform Act (FSRA) to stop departing financial planners ...

Life/Risk

An insurance group that has agreed to establish a facility to provide professional indemnity insurance for members of the Association of Financial Advisers (AFA) will tur...

Financial planning

THE ASSOCIATION of Financial Advisers (AFA) will join the ranks of financial planning educators after linking up with Integratec to develop a series of training courses f...

Financial planning

The professional indemnity crisis is hitting the financial services industry hard. GEORGE LIONDIS investigates what planners and dealer groups are up against....

Life/Risk

Are you thinking that risk insurance is not the force it once was? Well it may be time to think again as the product that built the industry re-asserts itself. JASON SPIT...

Financial planning

THE ASSOCIATION of Financial Advisers (AFA) has negotiated a deal to find insurance cover for its members through the London-based Lloyds group in order to bypass the wor...

Financial planning

There is a future role for advisers specialising in risk products as many financial planners do not sell risk products, this creates opportunities for risk advisers to be...

Financial planning

APIR, the group responsible for providing codes for managed funds, has scored a major coup with the announcement that the Association of Financial Advisers had signed up ...

Financial planning

The retail financial services industry has the opportunity to implement technology which will make it the envy of the financial services world. But, Tom Collins reckons t...

Financial planning

The Association of Financial Advisers (AFA) has reacted strongly to the disclosure provisions of the Financial Services Reform Bill, claiming they are inconsistent and no...

Financial planning

The relationship between financial planners and dealers is under fire. The effects of the upcoming Financial Services Reform Bill (FSRB) combined with that of the Aliena...

Superannuation

The Australian financial services industry is a ‘soft target’ for regulation and the system is causing a continual drop in the number of professionals, says Million Dolla...

Financial planning

At least 50 risk advisers are set to meet in Sydney later this month to develop a co-operative style dealer group....

Financial planning

The Association of Financial Advisers (AFA) has hit out at the delay of the Financial Services Reform Bill (FSRB), saying the Federal Government should re-examine existin...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week 1 day ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 4 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago