ASSOCIATION OF FINANCIAL ADVISERS

Life/Risk

ASIC deputy chairman Peter Kell has used his speech at the AFA national conference to announce major surveillance of retail advice with respect to life insurance. ...

Life/Risk

CommInsure’s Tim Browne says the company had stopped using the word ‘churn’ because it doesn’t accurately represent the underlying issue, which is policy design....

Financial planning

Bank executive confirms impact of grandfathering on practice funding. ...

Financial planning

Assistant Treasurer Arthur Sinodinos flags what could be a lengthy process to FOFA changes....

Financial planning

The FPA has written to the Government seeking clarity around grandfathering and urging a tax deduction for the provision of initial advice....

Financial planning

Six women have been named finalists for the third annual Association of Financial Advisers (AFA) and TAL AFA Female Excellence and Advice Award. ...

Financial planning

The major planning organisations are already gearing up to meet with the new Abbott Government ministers....

Financial planning

The Association of Financial Advisers (AFA) has announced the finalists of its 2013 AFA Adviser of the Year Award....

Financial planning

The FOFA fee disclosure requirements seem to have confused as many clients as they have informed....

Financial planning

For those advisers aspiring to greater things, two recent pieces of research may contain the insights they need to drive their business further, according to Zurich’s Ric...

Editorial

Just days will separate two key conferences aimed at financial planners and advisers next month, but Mike Taylor writes that success or failure will not be judged solely ...

Financial planning

The major planning organisations expect the newly-elected Coalition Government to deliver on the promised changes to FOFA....

Financial planning

The Fold Legal launches three new online learning modules in its Financial Advice Series....

Life/Risk

Australian consumers are more engaged with life insurance than ever before, which could be the cause of increased lapse rates, according to chief executive officer of TAL...

Editorial

Industry Super Network CEO David Whiteley has made an appeal to financial advisers to give FOFA a chance to work before rushing to have the reforms amended. ...

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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 month 3 weeks ago

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

2 months 2 weeks 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 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 2 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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