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ASSOCIATION OF FINANCIAL ADVISERS
Policy & Regulation
AFA chief executive, Brad Fox says advice firms are being placed under pressure by the continuing regulatory unknowns around FOFA....
Financial planning
With ASIC delaying its work on a financial planner training framework, progress on raising the bar on education seems to be stuck in limbo, writes Tim Stewart....
Financial planning
The Government has made a big push to improve financial literacy among consumers, but was it the right approach? Tim Stewart reports....
Superannuation
The financial services industry is calling for a bipartisan approach to the newly announced super changes, with many raising concerns about complexity. ...
Superannuation
AFA president Michael Nowak is calling for an amnesty on changes to super in next month’s Federal Budget in order to restore consumer confidence in the retirement system....
Financial planning
AFA has launched a new initiative to “connect and support” females across the financial advice industry....
Financial planning
The major industry bodies have welcomed the introduction of legislation into Parliament that will enshrine the terms ‘financial planner’ and ‘financial adviser’ in law....
Financial planning
The Government has tabled legislation in Parliament that will define in law the terms ‘financial planner’ and ‘financial adviser’....
Financial planning
Eight-five per cent of financial planning practices do not formally ask their clients for feedback, according to Business Health director Terry Bell....
Financial planning
A new Association of Financial Advisers white paper has uncovered what good financial planning practices do well - but also what they need to improve on. ...
Financial planning
For clients to be fully engaged with their financial affairs they must have enough knowledge to understand what’s happening and why, says business mentor Dean Lombardo....
Financial planning
Financial advisers can add value to their clients’ and their own businesses by capitalising on doing the things humans do best – and automating or eliminating the rest, s...
Financial planning
A general consensus has emerged that many dealer groups will have to change commercial models as a result of the new conflicted remuneration rules....
People & Products
The Association of Financial Advisers has made a number of changes to its board following chief executive Brad Fox’s decision to resign as treasurer....
Financial planning
The FPA remains a strong supporter of a complete ASIC-approved code of conduct, while the AFA claims an “opt-in specific” code would provide more freedom to financial pla...
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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...