EDUCATION

Financial planning

The Government is proposing to extend the amount of time existing advisers will need to reach degree-equivalent status and to pass the new exam requirement....

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Editorial

When it comes to taking home the big bucks in the planning industry, it is experience that counts, the Money Management Salary Survey reveals....

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Features

Growing numbers of planners hold a Post Graduate or Masters qualification, but those working in the superannuation sector are more likely not to have darkened the door of...

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Financial planning

Financial planners working for aligned groups account for a significant proportion of the growth in salaries across the planning industry, the Money Management Salary Sur...

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Financial planning

There is high demand for the features that annuities offer but retirees lacked understanding of annuities, suggesting a need for financial advisers to educate them using ...

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Financial planning

The academic achievements of financial planners is rising with an increasing number now holding Post Grad qualifications, the Money Management Salary Survey reveals....

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Financial planning

Kiama-based financial technology firm Padua Financial Group (PFG) has launched a new online advice request system....

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Financial planning

It is ‘ludicrous’ to suggest qualifications from professional associations could be seen as ‘degree equivalents’, a financial services training company claims....

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Superannuation

The SMSF Association has partnered with Kaplan Professional to launch an SMSF graduate certificate for those wanting to add a specialisation to their financial qualificat...

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Financial planning

ClearView has challenged the standing of the FSC to develop a Life Code or APL Standard....

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Financial planning

Assistant Treasurer, Kelly O’Dwyer signals the Government is close to delivering the legislation to underpin adviser education and professional standards....

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Features

The career paths of financial advisers have twisted and turned with every development and tweak of legislation in the industry. Jassmyn Goh finds out what career paths lo...

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Financial planning

With the spotlight on professional standards of the advice profession, TAL has added a client engagement stream to its education program....

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Superannuation

Accurium and the University of Adelaide have partnered to launch a one-day SMSF retirement course for SMSF practitioners....

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Editorial

Many financial planners may choose to leave the industry over the next two years, but the Government and the regulators can minimise those exits by getting the transition...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 1 week ago

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

4 months 2 weeks ago

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

6 months 2 weeks ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

1 week 3 days ago

ASIC has banned a former NSW adviser from providing advice for 10 years for investing at least $14.8 million into a cryptocurrency-based scam. ...

4 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 days 21 hours ago