ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

The FPA remains Australia’s dominant industry body for financial planners, but in the contest for members it is the AFA that has experienced the greatest migration of mem...

Financial planning

Dealer groups must adopt programs that encourage practices to employ junior financial planners, according to e-Jobs Recruitment Specialists director Trevor Punnett. ...

Financial planning

AFA chief Richard Klipin said the report would set the industry on the path of becoming a trusted profession....

Editorial

It is reassuring that the chairman of the Parliamentary Joint Committee on Corporations and Financial Services, Bernie Ripoll, has indicated that he really does understan...

Financial planning

Three advice firm principals aligned to dealer group Australian Financial Services (AFS) have been placed on suicide watch by the dealer group in the past 12 months. ...

Financial planning

Large industry funds are increasing their footprint in the financial services landscape and beginning to look like diversified financial services businesses....

Financial planning

Relying on general research from research houses for the provision of advice is being challenged, according to research consultant Rob Mcgregor....

Financial planning

Changes at NAB Financial Planner Banking see appointment of new national manager....

Financial planning

As the Ripoll Inquiry probes deeper into some of the failures in the financial planning industry, the Association of Financial Advisers has urged greater planner focus on...

Financial planning

At the recent Investment and Financial Services Association conference, Money Management conducted a round table in which inndustry leaders canvassed various issues facin...

Superannuation

Money Management's round table at the Investment and Financial Services Association conference also considered the future of Australia's Superannuation Guarantee. ...

Financial planning

The Association of Financial Advisers will use today's Ripoll Inquiry hearings to back Treasury warnings about unintended consequences flowing from changes to financial p...

Editorial

Is the financial services industry ready to embrace a different regulatory model in circumstances where ASIC has not lived up to the expectations of some? Mike Taylor rep...

Editorial

Two interesting and welcome events occurred in the financial planning industry last week – the Financial Planning Association (FPA) agreed with the Association of Financi...

Financial planning

The Ideas Centre will help AFA members to build, manage and protect not only the wealth of their clients but also the value of their own businesses....

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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...

1 week 6 days 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....

3 days 21 hours ago