BRAD FOX

Financial planning

The Association of Financial Advisers (AFA) and foundation award partner Zurich have launched the inaugural advice practice of the year award....

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Financial planning

The AFA has restated its wariness about the general advice exemption at a Senate hearing. ...

Financial planning

Measures in the Abbott Government’s inaugural budget have divided financial planning groups, prompting both praise and condemnation. ...

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Financial planning

The attributes that companies are seeking in financial planners are drastically changing, with sales no longer a must-have skill, writes Milana Pokrajac. ...

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Policy & Regulation

The AFA has moved to enter the FOFA pause consultations with an analysis designed to counter a “rolling campaign of fiction and misrepresentation”....

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Financial planning

AFA has accused ISA of hypocrisy for not making its FOFA submission publicly available, despite its loud calls for transparency....

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Financial planning

The Association of Financial Advisers (AFA) and Plan for Life have named CommInsure 2013 Life Company of the Year....

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Financial planning

Money Management breakfast will see Kell and Bushby traverse the future of financial services regulation....

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Financial planning

Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...

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Financial planning

The Association of Financial Advisers (AFA) says that contrary to recent reports, general advice amendments have no bearing on the activities of financial advisers. ...

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Financial planning

The AFA calls members to fight 'scare-mongering’ around consumer protection by engaging federal MPs on FOFA....

Financial planning

Education program to offer continuing professional development and credits towards further qualifications. ...

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Financial planning

The release of draft amendments to FOFA have been welcomed but representative bodies still to pick through the details...

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Editorial

The recognition of women in the financial services sector reached new heights this year with the launch of a number of dedicated award schemes and programs....

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Financial planning

The financial services industry’s foray into reality TV is gaining traction, with applications flooding in for its new advice show. ...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago