EDUCATION
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...
Financial planning
The Association of Financial Advisers has warned that the financial adviser exam represents a ‘cull’ mechanism as it is currently proposed....
Financial planning
Deakin University has told the Financial Adviser Standards and Ethics Authority it believes financial planners want the exam process to cover areas that are relevant to w...
Financial planning
The new standards to be put in place under the FASEA regime present challenges for those who predominantly provide SMSF advice under a limited licence, the online advice ...
Financial planning
The Financial Planning Association has issued an online questionnaire for members to complete on the Financial Adviser Standards and Ethics Authority’s Financial Adviser ...
Financial planning
The Association of Financial Advisers has pointed to the likelihood of further rounds of Financial Adviser Standards and Ethics Authority consultation around education pa...
Features
As financial planners gear up for new education requirements, Anastasia Santoreneos writes that it’s time to look at other industries employing similar licensing standard...
Financial planning
A record number of candidates have registered for Level I, II, and III CFA exams on the program’s 55th anniversary, according to CFA Institute. ...
Features
The Federal Government has decided a degree-level equivalency will be required for new advisers from January 2019 under the FASEA regime. Nick Grove asks whether this wil...
Financial planning
The Dūcere Global Business School plans to offer partial scholarships for twelve Mentor Education alumni and financial service industry professionals to undertake their M...
Financial planning
Over 17,000 advisers may need to complete further education under the Financial Adviser Standards and Ethics Authority’s reforms, including 1,000 who are close to retirem...
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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...