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EDUCATION
Financial planning
The Government is finding itself under pressure to support class order relief around the Financial Adviser Standards and Ethics Authority exam timetable in the wake of th...
People & Products
It would team up with US data science training provider Metis to deliver online programs in Australia. ...
Financial planning
Some of Australia’s largest financial advice groups are facing the problem of too few advisers who are degree qualified leading to the need for strong succession planning...
People & Products
In a partnership with financial literacy platform Banqer, the free learning program will teach financial literacy skills to kids learning remotely. ...
Financial planning
Good Money Habits for Life is an educational e-book for parents to help teach children about good money habits. ...
Features
The industry has now had four rounds of FASEA exams, but Chris Dastoor writes advisers – particularly those who have passed – are still as confused and unhappy about the ...
Policy & Regulation
The tax office is imposing more educational directives where self-managed superannuation fund members have breached regulatory contraventions in a bid to prevent reoffend...
Expert Analysis
The new regulatory and education changes for financial advisers may lead to more demand for low-cost funds, Evan Reedman writes. ...
Financial planning
Deakin University’s Master of Financial Planning degree will now include the CFP Certification Program under a new partnership with the Financial Planning Association of ...
Financial planning
The list of approved education programs and courses to meet the Financial Adviser Standards and Ethics Authority has been expanded following a consultation process....
Financial planning
Financial advisers need to start asking which parts of the value chain benefit from hidden or indirect fees to help avoid conflicts of interest and grow their business, a...
Financial planning
The FASEA September exam saw a pass rate of 88%, down 2% from the inaugural exam in June....
Expert Analysis
There are numerous examinations facing advisers in the short-term, even with a potential Government extension, so how can advisers be prepared while still doing their day...
Financial planning
National Australia Bank has selected Western Sydney University as its preferred provider for two of their FASEA-approved courses....
Financial planning
The Financial Adviser Standards and Ethics Authority chief executive has reminded advisers that the FASEA exam extension is not a done deal until it passes the Parliament...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...