ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

Fee-for-service still undefined; consumers have a right to know what is included in the fee and be able to sign off on the costs....

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Accounting

The Minister for Superannuation and Corporate Law, Senator Nick Sherry, canvasses a level-playing field when it comes to licensing accountants and financial planners....

Editorial

The move by the Association of Financial Advisers to not support the Financial Planning Association’s proposal to transition away from commissions-based financial advice ...

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Life/Risk

The national broking group wants to strengthen its life insurance offerings in its 28 branches by recruiting FPA and AFA members to service its existing business client b...

Financial planning

Industry body says criticisms of its new planner remuneration guidelines represent short-term thinking and "run counter to the best interests of planners, clients and the...

Financial planning

The Association of Financial Advisers has differed with the FPA on the phasing out of commissions, claiming its position is more aligned with the interests of financial p...

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Financial planning

Advisers with more experience mentor in areas from compliance, engagement and writing SOAs to how to keep files together and technical support....

Financial planning

Professional Investment Services (PIS) chief executive Robbie Bennetts has emphasised the value of advice from financial planners, criticising scare campaigns from indust...

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Financial planning

Young advisers need to develop communication skills to talk about insurance with their clients....

Financial planning

The Association of Financial Advisers (AFA) says use of the term 'adviser' should be restricted and more closely regulated, differentiating between financial advisers and...

Financial planning

Pro bono services offered....

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Financial planning

Funds and members expected to weather the storm....

Financial planning

Survey finds market meltdown and value of advice the biggest issues facing the industry....

Financial planning

Statistics point to a surge in female planners....

Financial planning

Statistics point to a surge in female planners....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

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

3 months ago

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

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks 3 days ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

3 weeks 1 day ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 6 days ago