EDUCATION

Financial planning

With most commitments being made by politicians during elections, Connect Financial Service Brokers says the Federal election is reaffirming the need for financial litera...

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Financial planning

The delivery of financial literacy programs will require investment in educational infrastructure and should be inclusive of the needs of Aboriginal students, according t...

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Financial planning

The Association of Financial Advisers has proposed an alternative graduated pathway for experienced advisers to avoid the introduction of the proposed pathway which it wo...

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Financial planning

The financial advice industry needs to keep experienced advisers to mentor the next generation, especially when there is a market crash, and to curb clients being orphane...

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Financial planning

The now-defunct education authority said it had “no power” to exempt an adviser from sitting the exam but had referred any adviser it knew to be experiencing mental healt...

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Financial planning

Chartered Accountants Australia and New Zealand has provided advice to members wishing to cancel their Australian financial service licence following rising costs of runn...

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Financial planning

The Association of Independently Owned Financial Professionals has criticised “elitist” younger advisers who do not support Labor’s proposed education exemption for older...

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Financial planning

If elected, a Labor government would assume that a decade of experience was worth at least a degree and would scrap the degree requirement for those advisers....

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Financial planning

The Aged Care Steps Accredited Aged Care Professional program will be available as an elective unit which can lead to eligibility for the Financial Planning Association o...

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Financial planning

Exam takers who did not pass have until Friday, 29 October, to register for the November exam....

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Financial planning

One-third of advisers are likely to have their rating downgraded as the firm incorporates more focus on education and professional standards....

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SMSF

The SMSF Association has entered into new partnership agreements with Kaplan Professional and Deakin University to offer its SMSF Specialist Advisor designation (SSA)....

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Financial planning

This is the lowest pass rate, beating the previous record of 67%, with only two exam sittings remaining this year....

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Financial planning

Advisers are now turning to focus on their business growth but the workload around fee consent requirements are a burden and they need efficient processes to lower this l...

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Financial planning

The Financial Planning Association of Australia has appointed Marc Olynyk as its new chair of the Financial Planning Education Council....

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MARKET INSIGHTS

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 14 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 15 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago