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ASSOCIATION OF FINANCIAL ADVISERS
Editorial
While a recent Money Management/Association of Financial Advisers thought leadership breakfast traversed the manner in which FOFA has accelerated the penetration of techn...
Financial planning
Education provider confident licensees can choose quality training without regulator oversight....
Financial planning
A technical issue which prompted AFS Group not to establish a trust account via which it could remunerate authorised representatives has ended up denying those planners t...
Financial planning
Synchron’s John Prossor claims a repeat of the AFS brokerage losses can be avoided by paying advisers without delay....
Financial planning
AFA calls for clarity after Court rules brokerage account not reserved for advisers....
Editorial
In a two-horse race at the forthcoming Federal Election, Mike Taylor writes that financial services companies are mainly backing self-interest. ...
Financial planning
There will be no quick fix to the grandfathering issue and the movement of planners between licensees because any possible post-election scenario could take several month...
Editorial
The Association of Financial Advisers was right to open talks with Treasury officials around the status of grandfathering when planners move between one licensee and anot...
Financial planning
Dealer group recruitment is mostly frozen until after the Federal Election when grandfathering can be clarified. ...
Financial planning
The FOFA legislation once heralded was a long time coming – and with its implementation date has also arrived a raft of questions as to how parts of the legislation will ...
Financial planning
Industry Super Network chief executive David Whiteley will find himself pitted against some of the financial planning industry's key executives at a Money Management/Asso...
Life/Risk
Adviser remuneration is only one part of the equation on life/risk churn, says AFA chief executive Brad Fox....
Top 100
Many financial planning businesses have had to put their growth plans and other projects on hold while preparing for FOFA. Milana Pokrajac looks at opportunities lost....
Financial planning
There are enough unknowns remaining in FOFA to create uncertainty for planners well into next year....
Financial planning
A financial planning executive said professional, holistic advice services should not be thrown into the same bucket as low-level intra-fund advice when talking about the...
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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...