EDUCATION REQUIREMENTS
Financial planning
The federal government has released draft legislation making it easier for financial advisers to demonstrate they have a qualified degree and changing the transitional ar...
Financial planning
Financial advisers over 60 who are deemed exceptional should be grandfathered with specific disciplines before the education requirements deadline of 2026, an adviser bel...
Financial planning
Almost 500 advisers have attended the first ethics training course run by TAL, as industry players rush to assist planners in meeting the impending Financial Adviser Stan...
Financial planning
The Financial Planning Association has sought formal Financial Adviser Standards and Ethics Authority recognition of the Certified Financial Planner designation to lock i...
Life/Risk
Life risk industry veteran, Michael Molesworth, has warned that underwriters and claims assessors need to be subject to more stringent education requirements or risk comm...
Financial planning
The Financial Planning Association has sought to calm advisers nervous about FASEA’s reforms at its Professionals Congress this morning, promising that “we will help you ...
Financial planning
Planners should expect FASEA’s final standards by Christmas, with the Authority’s chief executive, Stephen Glenfield, today saying that his intention was to have them fin...
Financial planning
The Association of Financial Advisers has welcomed some elements of the new Financial Adviser Standards and Ethics Authority revised blueprint while expressing concern at...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...