POWERED BY MOMENTUM MEDIA
EDUCATION
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 ...
Financial planning
The better dealer groups are already assisting their advisers in their qualifications following the new professional standards legislation announcement, according to Ment...
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...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...