AFA

Financial planning

A merger between Association of Financial Advisers and Financial Planning Association of Australia is “not off the table” but will be driven by their members’ demands....

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Financial planning

The Association of Financial Advisers (AFA) is opposing the Government’s ‘clean record’ requirement under its proposed experience pathway as there would be too many unkno...

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People & Products

The Association of Financial Advisers (AFA) has appointed a new chair and deputy chair of its Practitioner Community of Practice designed to provide a forum for financial...

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Financial planning

The Association of Financial Advisers has proposed an alternative graduated pathway for experienced advisers to avoid the introduction of the proposed pathway which it wo...

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Financial planning

There needs to be mechanisms in place to encourage Australians to understand investment risks they are taking and to consider other forms of protection, industry associat...

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Financial planning

The financial advice profession is seeing a move away from legislation implementation and the Association of Financial Advisers’ new chief executive is hoping this will l...

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Financial planning

The financial advice industry is finishing the year with a loss of 2,189 advisers, however the worst is yet to come, according to Wealth Data....

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Financial planning

While the change may be a disappointment for advisers who have already committed to complete additional study, it is important the changes do not undermine the recognitio...

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Financial planning

Despite the level of misinformation on social media, it can still be a reliable gateway for people to get involved with professional, regulated advice....

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Financial planning

Those who have not passed the adviser exam and are ineligible for the extension have until the end of the year to come off the Financial Adviser Register to avoid being c...

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Financial planning

Relief from the corporate regulator levy, which could have tripled in three years without action, is the biggest win for the industry this year, according to the Associat...

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Financial planning

Advisers who do not want to complete the Financial Adviser Standards and Ethics Authority requirements are finding a new home by taking on support roles at practices, acc...

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Financial planning

Given the education authority will transfer to Treasury in 2022, amendments to its code of ethics will likely be limited to Standard 3 given it has not indicated consulta...

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Financial planning

With women only making up a fifth of adviser roles, the industry needs to help make it appeal to women by making it safe and inclusive, according to a panel....

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Editorial

Financial services associations will all have a new look in 2022 but is there a need for so many different ones?...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 10 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 11 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 10 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago