EDUCATION
Financial planning
Many financial planning practice owners are seeking to move ahead of knowing the final shape of the new Financial Adviser Standards and Ethics Authority regime, according...
People & Products
A Deakin University student has won the 2018 AMP University Challenge and the $5,000 first prize. ...
Editorial
Even allowing for an injection of pragmatism the essential elements of the Financial Adviser Standards and Ethics Authority regime will remain unchanged and planners will...
Policy & Regulation
The Australian Securities and Investments Commission said it will commence a review of school banking programs in primary schools....
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....
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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...