association of financial advisers

ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

Financial planning opt-in hangs in the balance

Australia's key financial planning industry organisations have been heartened by a declaration by NSW independent Rob Oakeshott that he will oppose 'opt-in' when the Gove...

Policy & Regulation

Labor could be too busy for FOFA: Kerry Chikarovski

The Labor Party's leadership struggles could distract the party from addressing issues related to the FOFA reforms, according to Association of Financial Advisers politic...

Financial planning

AFA membership to require extra education

The Association of Financial Advisers (AFA) will require all adviser members to complete the AFA's ethics unit to attain the AChFP designation from 1 July this year....

Financial planning

Scaled financial advice - can it deliver on its promise?

Scaled financial advice is a promising offering receiving a big push from the Government and industry regulators. However, lingering uncertainties are preventing the serv...

Policy & Regulation

FOFA deja vu for finance industry

The finance industry has found itself in a similar situation to the financial planning industry around the Government's handling of new legislation....

Editorial

FOFA's missing pieces

Although the process involving the upcoming FOFA reforms commenced a few years ago, the reforms package still looks like an unsolved jigsaw puzzle, writes Pam Roberts....

Financial planning

Expanding intra-fund financial advice a 'slippery slope'

Financial planning groups have expressed serious concerns about ASIC's proposal to allow transition-to-retirement (TTR) strategies within intra-fund financial advice....

Financial planning

Financial planning industry also needs to lift its game: AFA

It is up to the financial planning industry to actively lift its standards regardless of what arises out of the FOFA legislation, according to Association of Financial Ad...

Policy & Regulation

Government placed on notice to answer FOFA questions

The Opposition is demanding the Government reveal the costs and benefits of its FOFA legislation....

Financial planning

ISN/Rice Warner study highlights need for independent research

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....

Editorial

Is FOFA an unbridgeable divide?

Mike Taylor reports that the likelihood of a bipartisan report and meaningful amendments emerging from the Parliamentary Joint Committee reviewing the FOFA bills is becom...

Financial planning

ISN/Rice Warner study highlights need for independent research

The Financial Planning Association (FPA) and Association of Financial Advisers (AFA) question the validity of research commissioned by a party with a vested interest....

Policy & Regulation

Financial planning industry vigilant on FOFA bill timing

The financial planning industry is remaining vigilant despite Government assurances on FOFA bills' debate timing....

Policy & Regulation

FOFA to trigger 35,000 job losses, says Richard Klipin

As many as 35,000 people in the financial advice industry will lose their jobs if the proposed FOFA reforms go ahead without amendment, according to the Association of Fi...

Financial planning

ASIC warned to stay independent

ASIC has been placed on notice to adopt a more independent stance in the wake of the regulator having presented a Parliamentary Joint Committee (PJC) with preliminary dat...