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

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 4 hours ago