BRAD FOX

Financial planning

New FOFA research commissioned by industry funds is at odds with reality, according to financial planning executives. ...

Financial planning

Planners are already changing their commercial decisions on business acquisitions because of grandfathering issues. ...

Financial planning

The AFA is working with Treasury to prevent the loss of grandfathering on existing clients when advisers change licensees. ...

Life/Risk

Cultural shifts over the last few years might have resulted in consumers driving churn, according to an insurance executive....

Financial planning

Association of Financial Advisers (AFA) chief executive officer Brad Fox has called for a new life insurance awareness campaign after a white paper revealed a huge gap be...

Superannuation

Independent planners have been squeezed out of tendering for corporate superannuation - or so it seems for now. ...

Policy & Regulation

The Federal Opposition has confirmed it will back any move by new Treasurer, Chris Bowen, to delay the implementation of FOFA....

Accounting

Accountants accept TASA outcome, saying it is the ultimate outcome rather than the journey that matters. ...

Life/Risk

AFA insists any examination of churn and self-regulation must look beyond the adviser channel....

Life/Risk

The Federal Opposition says that so far as churn exists in the life/risk sector it should be subject to a self-regulatory approach....

Accounting

FPA and AFA make last-ditch call for financial planner elements of TASA bill to be removed to allow appropriate review....

Superannuation

Super contribution cap welcomed for older workers but slug on higher earners is disincentive and adds complexity to system...

Superannuation

Corporate super advisers will need to team up with super fund administrators to ensure a continuation of their revenue stream as a result of the combined effects of the F...

Financial planning

AFA chief executive Brad Fox says the AFA will re-engage with the FSC around churn but that the major insurers must also ante up....

Life/Risk

ASIC will spend the next 12 months focusing intensely on churn, according to the senior executive leader of the financial advisers team, Joanna Bird. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 9 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 5 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

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