POWERED BY MOMENTUM MEDIA
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....
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 ...
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...
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...
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....
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....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...