EDUCATION

People & Products

Mentor Education Group will launch a course in real estate in response to calls from accountants, brokers and financial planners. ...

Features

Synchron’s Don Trapnell explains why there are distinct differences between life/risk advisers and those providing holistic advice and why this should be recognised under...

Financial planning

Aussie universities have been left in the dark as the Financial Advisers Standards and Ethics Authority takes its time to roll out its proposed reforms....

Financial planning

Amid Federal Opposition calls to extend the Royal Commission real questions are being asked about key elements of the Financial Adviser Standards and Ethics Authority reg...

Financial planning

Financial services education group, the Portfolio Construction Forum, has urged the Financial Adviser Standards and Ethics Authority to move its proposed CPD regime beyon...

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. ...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

2 weeks 1 day ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

3 weeks 3 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

3 days 8 hours ago
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