EDUCATION
Financial planning
Kaplan has unveiled new specialisations and elective subjects as advisers seek increasingly technical content to improve their practice....
Financial planning
Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...
Financial planning
A clause in the experience pathway legislation passed yesterday could improve the prescriptive rules imposed on new entrants and translate to more flexibility in the cour...
People & Products
Clime Investment Management and TIP Group have partnered to launch My Financial Fitness, a new online financial education program aimed to strengthen Australians’ self-ma...
Financial planning
Minister for Financial Services, Stephen Jones, believes the industry can return to 30,000 advisers but new pathways are needed as it is unrealistic to expect people to w...
Financial planning
The experience pathway could mean tens of millions of dollars in losses for education providers, according to government forecasts....
People & Products
HUB24 is expanding its relationship with HR technology platform Striver to extend its range of adviser education resources....
Financial planning
Almost 20 students have filed a class action against James Cook University after discovering their financial planning degrees had not received accreditation, leaving them...
Financial planning
Long delays encountered by candidates sitting the financial adviser exam online are the result of “users’ system issues”, according to ASIC....
Financial planning
New data from Kaplan Professional has found digital modules around ethics and professionalism have been among the most-popular offerings for advisers. ...
Editorial
A lack of participation by Australia’s largest universities is complicating the pathway for new entrants, according to leading financial advice organisations. ...
Financial planning
Over a third of Australians say they have minimal confidence in their retirement preparations and 64% say they would like to receive advice from their superannuation fund...
Financial planning
Enrolments for the first financial adviser exam of 2023 open today with licensees applying for a new adviser urged to act quickly....
Financial planning
Based on enrolments in its industry-aligned courses, TAL Risk Academy has revealed the most commonly-sought areas of help for advisers in the last year....
Financial planning
A Monash University report gauging the pressures experienced by young Australians has looked into financial literacy and security among 18- to 24-year-olds. ...
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Podcast
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...