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EDUCATION
Tools & guides
Bryan Ashenden lays out who should be taking advantage of the Government’s downsizer strategy and why, and how advisers can help them do so....
Financial planning
The Financial Planning Association has urged the Financial Adviser Standards and Ethics Authority to publish a status list of professional designation to clarify their st...
Financial planning
The Financial Adviser Standards and Ethics Authority has finally cleared the way for higher education providers to seek accreditation of the degree and other courses they...
Tools & guides
Minh Ly breaks down the new means testing rules for lifetime income streams, which have now been legislated by Parliament....
Financial planning
HUB24 has launched a managed portfolios education centre for financial advisers, which also provides them with client-facing tools to support advisers in educating their ...
Financial planning
FASEA will provide guidance to planners facing both the exam and Code of Ethics but hasn’t confirmed how long before the professionalisation regime kicks in in full force...
People & Products
In an increasingly busy marketplace, AccountantsIQ and I Love SMSF have partnered to launch a program aimed at easing the burden of the FASEA mentoring and exam requireme...
People & Products
RegTech start-up, Think Caddie, has announced its continual professional development platform could help advisers and Australian financial services licensees comply with ...
Financial planning
The Financial Adviser Standards and Ethics Authority has released the legislative instrument underpinning the financial planner Code of Ethics....
Financial planning
The Financial Adviser Standards and Ethics Authority has made some minor concessions around the financial adviser exam....
Financial planning
The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...
Financial planning
Financial adviser respondents to an ongoing Money Management survey say that while they back most of the objectives of the Financial Adviser Standards and Ethics Authorit...
Financial planning
A Hobart financial planner who was not sufficiently trained, despite holding a Diploma of Financial Planning from Kaplan, or competent to provide financial services has b...
Financial planning
Money Management’s survey of adviser intentions on the new Financial Adviser Standards and Ethics Authority regime has revealed Kaplan rather than the universities as the...
Financial planning
The Association of Financial Advisers has acknowledged that the financial adviser exam will likely act as a culling mechanism for inadequate advisers but has urged that t...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...