phil kewin

Editorial

Advisers deserve exam timetable extension

Even the frequent critics of financial advisers should acknowledge that their calls for an extension to the Financial Adviser Standards and Ethics Authority exam timetabl...

Financial planning

Compliance issues continue to erode BOLR pay-outs

The private contractual nature of Buyer of Last Resort arrangements has served to leave the major planning organisations on the sidelines as advisers see their pay-outs e...

Financial planning

FPA and AFA join forces on life/risk commissions

The Financial Planning Association and the Association of Financial Advisers have formed a joint taskforce to help guide the future of life/risk commissions....

Financial planning

FPA and AFA make extending FASEA exam timetable a priority

Both the Financial Planning Association and the Association of Financial Advisers have signalled that their lobbying priority with the newly re-elected Morrison Governmen...

Financial planning

Do industry funds now have an advice advantage?

Amid claims by Industry Super Australia that grandfathering should be ended rapidly and without a client rebate regime, some advisers are claiming that industry funds sal...

Financial planning

AFA rebuts ISA grandfathering claims

The Association of Financial Advisers has expressed utter confusion at why Industry Super Australia would think financial advisers stood to gain anything from the rebatin...

Financial planning

AFA says RC hit the wrong targets

The Association of Financial Advisers has claimed the Royal Commission failed to hit what it was aiming at and, instead, has impacted small financial advisers and mortgag...

Financial planning

80% of advisers say BID improves advice

Four out of five advisers believe that the Best Interests Duty has been necessary to raise industry standards, with the compliance regime improving their confidence in th...

Financial planning

Ending grandfathered trails will enrich banks, not clients

The Association of Financial Advisers has warned that summarily ending grandfathered trailing commissions would create a legal/commercial quagmire which may end up benefi...

Financial planning

AFA will press for more FASEA amendments

After meeting with the Assistant Treasurer, Stuart Robert, the Association of Financial Advisers has vowed to continue pressing for more changes to the Financial Adviser ...

Financial planning

Minister to be told of FASEA failings

The Association of Financial Advisers has vowed to inform the Assistant Treasurer, Stuart Robert, of the lack of progress achieved by the Financial Adviser Standards and ...

People & Products

OnePath consumers’ top pick for insurance

OnePath has won the over Association of Financial Advisers (AFA) and the Beddoes Institute 2018 Consumer Choice Award, with ClearView coming in second place....

Financial planning

RC lacks understanding of advice, says AFA

The Association of Financial Advisers has defended life/risk commissions and grandfathering while criticising the Royal Commission’s interim report, claiming it suggests ...