EDUCATION

Financial planning

The Financial Planning Association (FPA) has found that approximately 60 per cent of its members are degree-qualified, compared to 35 per cent industry-wide....

Financial planning

The Financial Planning Association’s National Roadshow will focus educating and calming financial planners regarding the Financial Adviser Standards and Ethics Authority’...

Financial planning

Deen Sanders, chief executive of the Financial Adviser Standards and Ethics Authority, has told SMSF Conference delegates that they should not fear education reforms for ...

Financial planning

Education providers are already seeing the benefits of the new planner education regime, with Mentor Education having experienced increased enrolments in its course offer...

Financial planning

New financial planners are likely to find themselves weighed down by education debt – something which will make it unlikely they will look to buy an existing practice, ac...

People & Products

TAL Risk Academy has a new learning system and 16 new courses part of its 2018 curriculum....

Financial planning

Swinburne Online is offering five new bachelor-level online business and accounting degrees, responding to the Government’s new educational requirements for financial pla...

Financial planning

The Financial Planning Association has urged flexibility around which degrees will meet the needs of the new Financial Adviser Standards and Ethics Authority....

People & Products

PIMCO has announced the launch of its new digital education platform, Market Intelligence....

Financial planning

The industry needs clarity on how the new educational standards for existing advisers will quantify experience and established client relationships....

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....

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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 3 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 2 weeks 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 3 weeks ago

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

3 weeks 2 days ago

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

1 week 4 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 2 days ago
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