EDUCATION

Financial planning

Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...

Financial planning

As the financial advice industry looks to embrace career changers, Money Management speaks to a former teacher and international development worker who took the leap into...

Financial planning

Career changers, such as accountants and teachers, are a valuable demographic for potential advisers as industry commentators say adviser numbers are “not touching the si...

Financial planning

From gym owner to working with private wealth advisers, Shadforth’s Joel Perryman shares his top recommendations for career changers looking to transition into the financ...

Financial planning

The JAWG has announced it is in talks with Treasury around five “core principles” to strengthen the education standards for new entrants to the financial advice space....

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...

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

22 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days 5 hours ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days 5 hours ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 23 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 2 days ago