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Financial planning
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
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
Financial advisers have named their top three challenges and it’s no surprise education reforms are in the top spot. ...
Financial planning
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
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
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
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
A Deakin University student has won the 2018 AMP University Challenge and the $5,000 first prize. ...
Editorial
Even allowing for an injection of pragmatism the essential elements of the Financial Adviser Standards and Ethics Authority regime will remain unchanged and planners will...
Policy & Regulation
The Australian Securities and Investments Commission said it will commence a review of school banking programs in primary schools....
People & Products
Mentor Education Group will launch a course in real estate in response to calls from accountants, brokers and financial planners. ...
Features
Synchron’s Don Trapnell explains why there are distinct differences between life/risk advisers and those providing holistic advice and why this should be recognised under...
Financial planning
Aussie universities have been left in the dark as the Financial Advisers Standards and Ethics Authority takes its time to roll out its proposed reforms....
Financial planning
Amid Federal Opposition calls to extend the Royal Commission real questions are being asked about key elements of the Financial Adviser Standards and Ethics Authority reg...
Financial planning
Financial services education group, the Portfolio Construction Forum, has urged the Financial Adviser Standards and Ethics Authority to move its proposed CPD regime beyon...
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Podcast
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...
So we are now underwriting criminal scams?...