EDUCATION

Financial planning

New survey data prompts call for more consumer education around life/risk to encourage a self-directed approach....

Financial planning

Most of the industry input around advice education standards came from institutions and industry associations, and lacked input from all stakeholders....

Financial planning

The Federal Government has been told that the voices of too few grass roots advisers have been heard in the FSI and PJC processes....

Financial planning

Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....

Financial planning

A substantial number of experienced advisers may leave the market place, if they require a degree or degree equivalent, Pathway Licensee Services believes....

Financial planning

The Association of Financial Advisers has warned of an exodus of experienced advisers if the Government imposes an AQF 7 minimum....

Financial planning

The key financial services groups are unified in their view that existing planners will need more than a two-year transition to become degree qualified....

Financial planning

The Government has been told existing planners will likely need more time to sensibly move to degree level educational qualifications....

Financial planning

Risk advisers are specialists and require their own professional standards stream, says Synchron’s Don Trapnell....

Financial planning

While 22 per cent of Australians believe they do not need a financial planner, 23 per cent are kept up at night by their finance, according to a survey....

Features

Education and professionalism are the key to building trust in the financial advice industry and attracting more people to the industry, which would mean more consumers w...

Policy & Regulation

Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....

Financial planning

CBA launches a program to educate its employed financial planners on women’s unique financial needs, as well as promote financial planning as a profession for women. ...

Financial planning

The majority of financial advisers support the push for higher education standards, Kaplan Professional believes....

Financial planning

The financial planning university challenge, run through AMP's Horizons program, has attracted a record number of female entrants this year, with the competition winners ...

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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...

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

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

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

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

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