POWERED BY MOMENTUM MEDIA
EDUCATION
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...
Funds management
Education around smart beta remains the biggest challenge to their uptake, according to VanEck, with over half of investors saying they do not know enough about them. ...
Financial planning
The Government has indicated it is sympathetic to financial advisers trying to do the right thing around the Financial Adviser Standards and Ethics Authority requirements...
Financial planning
Members will be given discounts between 10 to 15 per cent across five institutions....
Financial planning
The standards authority has approved three bridging course and education credits for CIMA and CFA coursework....
Financial planning
The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...
Financial planning
Financial advisers have been pointing to a document produced by the Financial Planning Association to reinforce their argument for a 12-month extension to the Financial A...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Powered by
MOMENTUM
MEDIA
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...