What are you really doing post-FASEA?
The Financial Adviser Standards and Ethics Authority (FASEA) may have rolled out an education pathways policy but do financial advisers, as yet, have enough information to make a decision about their futures?
Money Management is asking financial planners and other financial services participants to complete this short survey to determine not only whether advisers feel they have received enough information from FASEA but how many have already made decisions and initiated either their pursuit of more qualifications or their exit from the industry.
Surveys conducted last year by both the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) suggested that more than 30 per cent of financial planners may be preparing to exit the industry, but more recent feedback has pointed to planners already seeking to enrol in the degree courses identified by FASEA.
Please take the time to complete the survey and Money Management will share both the results and the anonymous sentiments of respondents over coming weeks.
https://www.surveymonkey.com/r/SDBXVPW
Recommended for you
ASIC has banned two advisers from the same advice firm for giving clients inappropriate superannuation advice that was not in their best interests.
AMP has unveiled enhancements to its digital advice platform, now offering personalised investment and contribution advice as it seeks to take a “market leading position” in the space.
A former Platinum investment specialist has joined Atrium, the multi-asset investment management arm of Fitzpatricks Financial Group.
Stockbrokers and Investment Advisers Association chief executive, Judith Fox, is set to retire at the end of this year.
