EDUCATION

Financial planning

ASIC has released its Cost Recovery Implementation Statement outlining its estimated regulatory costs in 2017/18 as part of the industry funding model. ...

Financial planning

Planner anxiety over pursuing further education to meet the new academic qualification requirements are unnecessary while the benefits will be significant....

Financial planning

The Financial Planning Association has urged that the provision of advice and the delivery of member education be key criteria in the selection of default funds....

People & Products

Countplus has launched a Harvard Business School scholarship honouring industry veteran and founder, Barry Lambert....

People & Products

The Institute of Public Accountants has confirmed changes to its professional program to include a full-fledged Master of Business Administration....

Financial planning

Financial planners with higher educational qualifications were in demand for remediation projects, leading to a candidate shortage, the Hays quarterly report found....

Financial planning

Education and training standards around aged care advice should be self-regulated by the industry instead of imposing a legal legislative instrument, according to Aged Ca...

Features

Oksana Patron reports that Money Management’s 2017 Salary Survey has revealed an industry which is not unduly highly paid but within which a majority of people are more t...

Features

Industry engaged education is necessary for producing investment leaders of the future, Dan Daugaard writes....

Superannuation

Education for trustees and advisers along with policy tweaking should be used to prevent elder financial abuse, the SMSF Association believes....

Financial planning

The major banks have confirmed they are still paying millions of dollars a year to external financial planning dealer groups to provide support and education around their...

Financial planning

AMP has restructured its advice business, including the integration of AMP Financial Planning, AMP Advice, AMP Horizons, and AMP Direct, and has announced leadership chan...

Editorial

With the passage of the Professional Standards legislation, the major employers have already set about de-risking their planning exposures, Mike Taylor writes....

Features

Jassmyn Goh finds out what the industry’s concerns and expectations are relating to the new professional standards regime....

Features

When the Government initially announced the professional standards bill, one of the biggest concerns was whether there would be an early retirement exodus of late-career ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

6 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

8 months ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

3 weeks 3 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 weeks 1 day ago

Despite the financial adviser exam being rooted in ethics, two professional year advisers believe the lack of support and transparency from the regulator around the exam ...

2 weeks 2 days ago