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....
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. ...
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. ...
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”....
Financial planning
AFA has accused ISA of hypocrisy for not making its FOFA submission publicly available, despite its loud calls for transparency....
Financial planning
The Association of Financial Advisers (AFA) and Plan for Life have named CommInsure 2013 Life Company of the Year....
Financial planning
Money Management breakfast will see Kell and Bushby traverse the future of financial services regulation....
Financial planning
Adviser associations support the creation of an adviser register but reject an exam as an inadequate measure of adviser competencies. ...
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. ...
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. ...
Financial planning
The release of draft amendments to FOFA have been welcomed but representative bodies still to pick through the details...
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....
Financial planning
The financial services industry’s foray into reality TV is gaining traction, with applications flooding in for its new advice show. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...