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EDUCATION
Financial planning
A growing number of financial advisers were committing to longer-term education as seen by the increased uptake of postgraduate programs, according to Kaplan Professional...
Features
Malavika Santhebennur writes that many policy issues that beleaguered the financial services sector in 2015 remained in 2016, and would continue into 2017....
Financial planning
Industry associations have welcomed the Federal Government’s introduction of the bill to mandate higher education and professional standards for advisers....
Financial planning
The Minister for Revenue and Financial Services, Kelly O’Dwyer, has introduced the bill to mandate professional standards and education into Parliament today....
Financial planning
Existing planners continued to express uncertainty over course requirements under the new professional standards with the establishment of the standards setting body at l...
People & Products
Partners Wealth Group has launched a soft skills training program for new advisers entering the market on the back of industry feedback....
Funds management
Investors should not be ignoring India as a powerful global economic force, as its demographics were improving and the government was stimulating the economy. ...
Editorial
The Government’s creation of an independent standards body will alter the dynamics of the financial planning industry and create a new hierarchy. ...
Top 100
For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...
Financial planning
Attaining high levels of education could give advisers the confidence to face ethical dilemmas thrown at them by licensees and question the status quo, according to State...
Financial planning
The Federal Government will allow its expert standards setting body discretion to issue exemptions on a case-by-case basis....
Financial planning
School-like exams might not be appropriate for all advisers under the new education standards, and the word 'exam' should be removed from the Exposure Draft, the AFA said...
Features
A burgeoning ageing population and a low global interest rate environment means investors will need to diversify and avoid overexposure to banks to avoid running out of s...
Features
A double dissolution election has left many financial planning policies in limbo, and advisers are demanding certainty on at least three key issues, Malavika Santhebennur...
Tools & guides
While the professional standards changes will set a benchmark, it is important to remember that these are only a minimum, Bryan Ashenden writes....
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...