ASSOCIATION OF FINANCIAL ADVISERS

Financial planning

The Association of Financial Advisers is preparing to launch its own version of the Financial Planning Association’s Certified Financial Planner designation....

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Financial planning

A new board of directors was elected to the Association of Financial Advisers (AFA) last week during its 60th Annual Conference in Sydney....

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People & Products

The Association of Financial Advisers has appointed Dennis Bateman as its new president following the retirement of Michael Murphy from the role....

Financial planning

Matrix Planning Solutions authorised representative Jason Danjoux is the 2006 Association of Financial Advisers’ Rising Star of the Year....

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Financial planning

The financial planning industry needs to forget about the role of industry superannuation funds and concentrate on the provision of professional and practical advice, acc...

Financial planning

The majority of financial planners feel a rogue element among their ranks or media beat-ups are chiefly responsible for the negative perception associated with the financ...

Life/Risk

Since the introduction of superannuation freedom of choice legislation, there has been a greater focus on finding the best funds for clients. Most of the focus has been o...

Life/Risk

Shadow shopper has revealed a “surprisingly” low percentage of consumers received life insurance advice although, according to industry experts, the responsibility lies o...

Financial planning

The Association of Financial Advisers Ltd (AFA) has expressed concerns about recent industry calls for the introduction of a rigid fee-for-service advice structure....

Financial planning

The Institute of Chartered Accountants has called for financial planners to move to a fee-for-service model, stating that commission payments inherently result in conflic...

Financial planning

The Association of Financial Advisers has, for the first time in its history, created a role of chief executive officer, and appointed Richard Klipin, ING’s former head o...

Financial planning

Focussing on providing services to the adviser and not the licence holder will be the major focus for the Association of Financial Advisers (AFA) in 2006, says president ...

Financial planning

Australia needs a “risk champion” to encourage younger people to enter into the risk industry, according to MetLife senior vice-president Joe Jordan....

Life/Risk

The Association of Financial Advisers has launched a year-long training program to try to attract younger risk advisers to the profession....

Life/Risk

The life insurance market continues to grow, but many planners are still reluctant to take the risk. Liam Egan reports....

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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 2 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 ago

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

3 weeks 5 days ago