A deep dive into the adviser exam pass rate

financial-advice/exam/FASEA/

Money Management takes a closer look at the financial adviser exam and how this year’s exam results have differed from previous ones.

AUTHOR

The winding road ahead for digital advice

digital-advice/quality-of-advice-review/intelliflo/Ignition-Advice/

Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness.

AUTHOR

BOQ updates on CEO search

Bank-of-Queensland/patrick-allaway/ceo/appointment/

Bank of Queensland has provided an update for shareholders on its search for a chief executive following the surprise departure of George Frazis last November.

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CountPlus to hold vote on name change

Countplus/financial-advice/M&A/

CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business.

AUTHOR

UBS AM appoints APAC fixed income head

UBS/appointment/fixed-income/AllianceBernstein/

The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein.

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Perth advice practice pleads guilty to dishonest conduct

ASIC/crime/Perth/

A Perth financial planning firm has pleaded guilty to three charges of dishonest conduct by falsifying information on client insurance forms.

AUTHOR

ASIC releases Feb exam results

ASIC/exam/

ASIC has released the pass data for candidates who sat the February financial advice exam.

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Former ASIC commissioner takes up board role at Cboe

cboe/Chi-X/ASX/ASIC/Cathie-Armour/

Former ASIC commissioner, Cathie Armour, has taken up a board role at Cboe, her first since departing the regulator last year, as director David Trude departs after 11 years.

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What’s the appetite for office REITs in 2023?

AREITs/REITs/Pengana/First-Sentier-Investors/LaSalle-Investment-Management/VanEck/

While REITs are well positioned for an environment of elevated inflation and low growth, office spaces could face double headwinds with rate hikes and the adoption of hybrid work.

AUTHOR

Advice fintech CEO to depart

Ignition-Advice/fintech/Craig-Keary/

The chief executive of an advice financial technology firm is to step down after two years.

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So we are now underwriting criminal scams?...

3 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

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