Powered by MOMENTUM MEDIA
moneymanagement logo
 

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....

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

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

1 week 5 days ago

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

2 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks ago

A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...

3 weeks 6 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

2 weeks 4 days ago