association of financial advisers

ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

2010: Year of the financial planner

Richard Klipin takes a look at 2010 and the impact it has had on the financial planning industry....

Financial planning

Industry to take stock in helping flood victims

Although it is still early days in terms of the fallout from the Queensland floods, Australia’s financial advisory industry has begun looking into what assistance w...

Financial planning

AFA calls for collective voice

AFA chief Richard Klipin has called on the financial services industry to create a united message for consumers next year, following the launch of a new group called the ...

Editorial

Financial planners locked out of FOFA consultations

As the Federal Treasury reaches the final stages of its consultation process around the Future of Financial Advice reforms, the debate has seemed closed to the very peopl...

Editorial

What financial planners must do to become a profession

To be regarded as a serious profession, the industry must differentiate between properly qualified financial planners and those with lesser qualifications, writes Mike Ta...

Editorial

FPA’s professionalism push to have a heavy price

The Financial Planning Association has outlined a radical agenda in its attempt to evolve into a professional association but, as Mike Taylor reports, the ultimate transf...

Financial planning

Berry reflects on FPA’s evolution

Notwithstanding the criticisms that have been directed at the FPA and the course it has charted, outgoing FPA chief Julie Berry believes the FPA’s direction has alw...

Financial planning

Medcraft mulls over single financial planning association

The possibility of a single professional association arose during several sessions at the Financial Planning Association (FPA) national conference, one of which included ...

Editorial

The possible heavy costs of the FPA’s push to professionalism

The Financial Planning Association's move towards professionalism could turn out to be very costly for the organisation, writes Mike Taylor....

Financial planning

No single fiduciary duty solution

The limited nature of the adviser/client relationship with respect to intra-fund advice may make it difficult to impose a uniform interpretation of fiduciary duty, accord...

Financial planning

Regulator reviewing industry entry standards

The entry-level requirements for the provision of financial advice may soon be lifted from their very low base, with the corporate regulator undertaking consultation with...

Financial planning

Government unveils financial advice advisory panel

The Federal Government has revealed its 16-member advisory panel for financial advice and professional standards....

Financial planning

AFA members ante up for advice campaign

The AFA has moved to the business planning stage of a pro-advice advertising campaign on the back of strong financial support from members....

Editorial

How financial advice regulators are missing the mark

Regulators perpetually struggle to create a healthy environment for the provision of financial advice, however, Robert Keavney identifies several areas where they have mi...

Financial planning

Confusion reigns for policy definitions

Conflicting opinions have emerged within the financial services industry about the concept of introducing standard definitions of critical illnesses for Australian life i...