education

Financial planning

FASEA could turn advisers into money coaches

Financial advisers worried about the incoming education reforms could restructure their business to become money coaches. ...

Financial planning

FASEA timing ‘absolutely unreasonable’ says AFA

The Association of Financial Advisers has accused the Financial Adviser Standards and Ethics Authority of being ‘absolutely unreasonable” with respect to its start-date f...

Financial planning

Are adviser soft skills as important as academic qualifications?

New research has suggested that when it comes to keeping clients happy, adviser soft skills are every bit as important as possession of a university degree for financial ...

Financial planning

Does AMP prove FASEA’s case?

AMP’s chief executive, Michael Wilkins, has told the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry that education has be...

Financial planning

Has FASEA undermined the limited licensing regime?

The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine accountants utilising the limited licensing regime, according to...

Financial planning

AMP and Griffith University offer FASEA pathway

AMP and Griffith University have joined to help financial advisers meet the Financial Advisers Standards and Ethics Authority’s new requirements. ...

Financial planning

FPA issues careful FASEA blueprint response

The Financial Planning Association has issued a carefully measured response to the latest Financial Adviser Standards and Ethics Authority blueprint, arguing it needs mor...

Financial planning

AFA gives FASEA blueprint a qualified welcome

The Association of Financial Advisers has welcomed some elements of the new Financial Adviser Standards and Ethics Authority revised blueprint while expressing concern at...

Features

Uncertainty the only certainty for financial planners

Mike Taylor looks at the policy environment facing financial planners as they prepare to enter 2019 and concludes that they are facing almost unprecedented levels of unce...

Financial planning

Advisers call out FASEA as top challenge

Financial advisers have named their top three challenges and it’s no surprise education reforms are in the top spot. ...

Financial planning

Advisers need to start planning for FASEA

With the Financial Adviser Standards and Ethics Authority’s education reforms looking inevitable, advisers need to turn their mind to where and how they will study once t...

Features

Does ‘bucketing’ achieve its goal?

While bucketing may reduce the volatility of returns, David Barrett writes that it also may increase the risk of a desired income stream ceasing due to a complete loss of...

Financial planning

FASEA should draw line between accountants and advisers: AccountantsIQ

The Financial Standards and Ethics Authority isn’t comparing apples with apples, with accountants snubbing the idea of ‘study for study’s sake’, according to AccountantsI...

Financial planning

Planners seeking to move beyond FASEA

Many financial planning practice owners are seeking to move ahead of knowing the final shape of the new Financial Adviser Standards and Ethics Authority regime, according...

People & Products

Deakin University student takes out AMP adviser challenge

A Deakin University student has won the 2018 AMP University Challenge and the $5,000 first prize. ...