THE ASSOCIATION OF FINANCIAL ADVISERS
Financial planning
The Association of Financial Advisers is calling on the Government to implement the association’s proposed changes to the “experience pathway” before the next election....
Financial planning
The Association of Financial Advisers has said it believes the education authority’s consultation on amending Standard 3 of its code of ethics is a genuine exercise and e...
People & Products
Former vice president of the Association of Financial Advisers, Sam Perera, has been appointed as its new national president....
Financial planning
The Government has imposed the administrative burden of redistributing grandfathered remuneration on product issuers rather than onto financial advisers or licensees....
People & Products
The Association of Financial Advisers has launched Pulse, a new community of practice for paraplanners....
Life/Risk
The Association of Financial Advisers has warned that a significant unintended consequence of the Government’s changes to insurance inside superannuation will be an incre...
People & Products
The Association of Financial Advisers has announced the appointment of Rob Coulter to the position of general manager, partnerships, commencing from 15 July 2019....
Financial planning
The Association of Financial Advisers has told the Tax Practitioners Board that its proposal to impose the need for a Letter of Engagement on financial (tax) advisers is ...
Policy & Regulation
FASEA has approved the Kaplan version of two AFA Professional Designations — the Fellow Chartered Financial Practitioner and Chartered Life Practitioner....
Life/Risk
The financial planning industry’s two major member associations have confirmed that they will be taking a joint approach to the regulator’s life insurance review, with re...
Financial planning
People receiving financial advice are going to be better placed to deal with any move by a future Labor Government to remove refundable franking credits, according to the...
Financial planning
The international financial advice community has for the first time benchmarked how financial advisers come to know their clients....
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MARKET INSIGHTS
Podcast
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...