EDUCATION

Financial planning

Iress has announced a partnership with financial services career provider Striver to encourage new graduates and career changers into the financial advice industry....

Financial planning

Colonial First State has launched CFS 10x, a program designed to help financial advice practices grow their business....

Financial planning

The financial advice profession should be embracing career changers and mature students, according to two commentators, as well as targeting those new graduates....

Financial planning

Minister for financial services Stephen Jones believes super funds can be the source for boosting financial adviser numbers and hints at a new educational pathway for sup...

Expert Analysis

Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...

Financial planning

Kaplan has unveiled new specialisations and elective subjects as advisers seek increasingly technical content to improve their practice....

Financial planning

Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...

Financial planning

A clause in the experience pathway legislation passed yesterday could improve the prescriptive rules imposed on new entrants and translate to more flexibility in the cour...

People & Products

Clime Investment Management and TIP Group have partnered to launch My Financial Fitness, a new online financial education program aimed to strengthen Australians’ self-ma...

Financial planning

Minister for Financial Services, Stephen Jones, believes the industry can return to 30,000 advisers but new pathways are needed as it is unrealistic to expect people to w...

Financial planning

The experience pathway could mean tens of millions of dollars in losses for education providers, according to government forecasts....

People & Products

HUB24 is expanding its relationship with HR technology platform Striver to extend its range of adviser education resources....

Financial planning

Almost 20 students have filed a class action against James Cook University after discovering their financial planning degrees had not received accreditation, leaving them...

Financial planning

Long delays encountered by candidates sitting the financial adviser exam online are the result of “users’ system issues”, according to ASIC....

Financial planning

New data from Kaplan Professional has found digital modules around ethics and professionalism have been among the most-popular offerings for advisers. ...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 day 17 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 day 18 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

2 days 17 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 3 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago