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Financial planning
After this week’s leadership challenge the Federal Government will not waste political capital championing changes to FOFA according to the AFA....
Policy & Regulation
The AFA has been accredited with the TPB, allowing eligible members a new avenue to seek registration with the board. ...
Financial planning
Concerned that the Trowbridge report reflects their working reality, life/risk advisers dominate 130 submissions to the Life Insurance and Advice Working Group....
People & Products
Financial planning firm, Anne Street Partners (ASP), has appointed former St George Financial Planning executive, Jason Dunn, to the role of head of strategy and advice w...
Financial planning
Financial advisers’ fee structures abet “closet indexing” by fund managers, creating a clear conflict of interest between planners’ earnings and their clients’ best inter...
Funds management
Retail investors significantly lack geographical and asset class diversification in portfolios, Goldman Sachs Asset Management found....
Financial planning
Client relationships are the only real value financial advisers can bring to the table as automation increasingly replaces the process work, Wayne Leggett said....
Financial planning
Accounting graduates may prove the “feeding ground” for the evolving financial advice space, according to the head of the AFA. ...
Financial planning
FPA backs FSI recommendation that ASIC be given product intervention powers. ...
Financial planning
New research suggests few superannuation fund members have any real idea of the life insurance they hold inside super....
Financial planning
Strong interest from Money Management readers sees plans for reignition of crowd-sourced pro-adviser campaign....
Financial planning
A number of advisers have launched a crowd-funding effort to counter the negative publicity which has impacted the planning profession....
Financial planning
Financial advisers need to start thinking about flat fee for service arrangements becoming the new normal....
Financial planning
AFA Chief Commercial Officer Anne Fuchs will leave the association after six months in the role to take on a distribution role with Sunsuper....
IFM Investors has acquired a 24.99 per cent stake in a Mexican infrastructure group for US$600 million, and will invest in a Mexican toll road....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...