EDUCATION

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...

Tools & guides

With advisers adjusting to the new transfer balance cap measures, Alena Miles looks at capped defined benefit income streams’ rules....

Financial planning

The Financial Adviser Standards and Ethics Authority has been warned against over-complicating the transition of practising advisers who hold foreign qualifications....

Financial planning

The Financial Planning Association is arguing that third-party professional associations such as itself should be integral to the new continuing professional development ...

Financial planning

The Financial Adviser Standards and Ethics Authority has been warned that calling degree-qualified advisers “Provisional Financial Advisers” during their professional yea...

Financial planning

The Diploma of Financial Planning will continue to be the qualification of choice for many, according to Mentor Education Group....

Tools & guides

Mark Gleeson explores how having too much money in superannuation could stop advisers’ clients maximising the retirement benefits available to them....

Financial planning

The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority to give greater weight to further education and CPD when assessing th...

Financial planning

The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority not to impose extreme CPD requirements on advisers but, rather, align...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 6 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 2 days ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

4 days 3 hours ago