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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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

4 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months 1 week ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

5 days 17 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

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ASIC has released the results of the latest financial adviser exam, held in November 2025....

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