EDUCATION
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...
Financial planning
Financial advisers worried about the incoming education reforms could restructure their business to become money coaches. ...
Financial planning
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
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
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
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 have joined to help financial advisers meet the Financial Advisers Standards and Ethics Authority’s new requirements. ...
Financial planning
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
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...
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Podcast
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...