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ASSOCIATION OF FINANCIAL ADVISERS
Financial planning
Bringing in younger advisers while providing support for the licensees with the Professional Year requirements should be industry priorities or it could cease to exist in...
Financial planning
AFA general manager of policy and professionalism, Phil Anderson, has responded to questions about whether the planning group will be doing anything to get the Life Insur...
Financial planning
The Association of Financial Advisers has welcomed the release of the Financial Services Council white paper that proposed recommendations to reduce the cost and time inv...
Financial planning
Five years after the UK’s Retail Distribution Review, the number one thing its advice firms are working on is making technology remove the work, according to CoreData....
Financial planning
Although the approaching retirement income covenant will explicitly apply to superannuation trustees, it will be impossible for advisers to pretend like nothing has chang...
Financial planning
Prior to now, advisers were not in a position to deal with understanding the design and distribution obligations but now is the time given the raft of information coming ...
Financial planning
As only a fraction of the population receives financial advice, overcoming media perception is the most challenging factor in building trust with the broader community, a...
Policy & Regulation
Around three-quarters of financial advisers will have to fund the cost of the Compensation Scheme of Last Resort, and the range of products included in the government’s p...
Expert Analysis
Phil Anderson writes how advisers can be supported in the in the run up to the FASEA exam deadline as this can be a stressful period for those yet to pass....
Financial planning
Association of Financial Advisers chief executive, Phil Kewin, wants a Choice executive to withdraw a statement suggesting financial advisers can’t be trusted to act in c...
Financial planning
It was well known that a consortium led by the FPA and AFA was seeking authorisation of as a code monitoring body but the Australian Securities and Investments Commission...
Financial planning
Advisers should not be tainted by media reports that they are using stamping fees as a remuneration loophole, according to the Association of Financial Advisers. ...
Financial planning
The Federal Government is being confronted by an increasingly united front on the need to retain the deductibility of advice fees from MySuper products....
Financial planning
AFA’s Phil Anderson says that despite pushback on Royal Commission recommendations to change trail commissions for mortgage brokers, advisers were still better prepared f...
Financial planning
The Financy Women’s Index has posted its best performance of 2019 in the December quarter thanks to a number of fresh records set in women’s financial progress....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...