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
Intelliflo has been acquired by global investment firm Carlyle for $200 million, stating it wants to accelerate the software firm’s growth in Australia.
Asset and wealth manager Prime Financial Group is looking to M&A and technology for future growth after growing its FUM by 58 per cent in FY25.
Centrepoint Alliance, the third-largest advice licensee, has reported 40 per cent growth in its managed accounts business, but profits fell by a third.
Prosperity Advisers Group, a mid-tier advisory firm, has surpassed $1 billion in funds under management, hitting this milestone following a “sustained period of growth for the firm”.
