EDUCATION

Financial planning

BT has kicked off its second annual Career Pathways Program in partnership with Striver, almost doubling its intake from the inaugural program last year. ...

Financial planning

Kaplan has launched a six-week intensive program to start in January, targeting advisers who are unlikely to meet the education deadline but intend to return to the profe...

Financial planning

The Financial Advice Association Australia has appealed to licensees to urgently update their FAR records as hundreds of advisers are set to depart by the end of the year...

Financial planning

Adviser exits have reported their biggest loss since June this week, according to Padua Wealth Data, kicking off what is set to be a difficult December for the industry. ...

Financial planning

Licensees have been urged by ASIC to ensure their advisers’ FAR records are updated, as ASIC’s latest estimates find more than 3,000 advisers could be unable to provide a...

Financial planning

While the profession struggles to keep up with strong consumer demand, a third of people who have passed the ASIC adviser exam aren’t actively practising, so where is thi...

Financial planning

With candidate retention a concern after a professional year, two large licensees have shared how they are structuring their programs to successfully ensure candidates ar...

Financial planning

As the 1 January 2026 education deadline looms, the FAAA is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience loss for t...

Financial planning

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

Financial planning

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

Financial planning

A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices, adding validity to practice owners’ professional ye...

Financial planning

The Financial Advice Association Australia has announced it will expand its approved specialisations program to broaden its range of qualification designations....

Features

Stakeholders in the professional year discussion underscore the challenges in the current pipeline and what is holding back licensees from taking on new candidates....

Features

Formal education has played a large role in enhancing the advice profession over the last decade but, with the bar now so high, two advisers debate whether it is necessar...

Financial planning

Kaplan Professional has launched a new Financial Adviser Accelerator Suite to prepare new entrants and early-career advisers for the profession....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 4 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

AMP has agreed in principle to settle an advice and insurance class action that commenced in 2020 related to historic commission payment activity. ...

2 days 20 hours ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

3 weeks 2 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

1 week 1 day ago
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