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Financial planning
A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....
People & Products
Diverger has expanded its service offering with a CPD and technical support platform for advisers....
Financial planning
More regulation and education requirements “does not make the dishonest honest”, according to an adviser, with the adviser exodus leaving investors at risk of guidance fr...
Financial planning
Kaplan Professional has announced a second round of its Women in Finance scholarships, offering 10 scholarships funded by the Financial Planning Association of Australia....
Financial planning
Templeton (Aust) Financial Services is aiming to start a new program in schools to help students engage with their finances and encourage them to consider financial plann...
Financial planning
Consumer protections for sophisticated investors need to be reviewed as the size of their wealth does not necessarily equal their financial knowledge, according to Justic...
Financial planning
One of the most important factors to a successful Professional Year strategy is for firms to look beyond the 12-month horizon and how a candidate can develop at the firm ...
Financial planning
Failing to engage women at university to pursue technical areas such as investment management or financial planning means they are unlikely to follow them at a later date...
Financial planning
Over 1,800 advisers have graduated from postgraduate qualifications in 2020 and 2021, according to Kaplan Professional, an industry record....
Financial planning
With most commitments being made by politicians during elections, Connect Financial Service Brokers says the Federal election is reaffirming the need for financial litera...
Financial planning
The delivery of financial literacy programs will require investment in educational infrastructure and should be inclusive of the needs of Aboriginal students, according t...
Financial planning
The Association of Financial Advisers has proposed an alternative graduated pathway for experienced advisers to avoid the introduction of the proposed pathway which it wo...
Financial planning
The financial advice industry needs to keep experienced advisers to mentor the next generation, especially when there is a market crash, and to curb clients being orphane...
Financial planning
The now-defunct education authority said it had “no power” to exempt an adviser from sitting the exam but had referred any adviser it knew to be experiencing mental healt...
Financial planning
Chartered Accountants Australia and New Zealand has provided advice to members wishing to cancel their Australian financial service licence following rising costs of runn...
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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...