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EDUCATION
Tools & guides
With advisers adjusting to the new transfer balance cap measures, Alena Miles looks at capped defined benefit income streams’ rules....
Financial planning
The Financial Adviser Standards and Ethics Authority has been warned against over-complicating the transition of practising advisers who hold foreign qualifications....
Financial planning
The Financial Planning Association is arguing that third-party professional associations such as itself should be integral to the new continuing professional development ...
Financial planning
The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...
Financial planning
The Diploma of Financial Planning will continue to be the qualification of choice for many, according to Mentor Education Group....
Tools & guides
Mark Gleeson explores how having too much money in superannuation could stop advisers’ clients maximising the retirement benefits available to them....
Financial planning
The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority to give greater weight to further education and CPD when assessing th...
Financial planning
The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority not to impose extreme CPD requirements on advisers but, rather, align...
Financial planning
The Association of Financial Advisers has urged that planners doing their Professional Year should be allowed to generate revenue for the planning practices overseeing th...
Financial planning
Arnie Selvarajah, CEO, Bell Direct, tells the Future of Wealth Management conference that the next generation of advisers must become mentors to clients. ...
Tools & guides
For carers looking to fund their children’s education, there are a wealth of options that advisers can guide them too, David Barrett writes....
Financial planning
Education is needed to boost the understanding of financial and insurance products and encourage responsible financial behaviour, according to the Global Federation of In...
Financial planning
Mentor Education’s founder, Mark Sinclair has said that older advisers who feel pushed out of the industry by FASEA’s reforms could instead find roles as mentors, coaches...
Financial planning
The Association of Independently Owned Financial Professionals (AIOFP) has called on advisers to petition the Government regarding FASEA’s reforms by utilising support fr...
Financial planning
An academic has questioned the robustness of some bank advice remediation programs claiming some work has been carried out by contractors with little more than ‘hot house...
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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...