EDUCATION

Features

Advice practices need to put more work into their culture, career structures and salaries if they want to attract and retain what little supply there is of current and fu...

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Financial planning

There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...

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Financial planning

The education provider is offering scholarships worth $100 to be used towards tuition fees for each financial planning subject for the remainder of the year....

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Financial planning

Underperformance included the lack of ability to demonstrate an understanding of different types of advice and the components of key advice documentation....

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Features

There was support for increased standards in the financial advice industry, Chris Dastoor writes, but any goodwill was destroyed by FASEA in just a few years. Where did i...

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Financial planning

Tax financial advisers will be allowed some flexibility about how they meet the three-year 120 hours continuing professional education requirements under the new Tax Prac...

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Financial planning

Retirement was always a primary reason for financial advisers selling their businesses but the Financial Adviser Standards and Ethics Authority has accelerated many retir...

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Financial planning

Although it costs over $200 to apply for a re-mark for a failed FASEA exam attempt, it is possible for it to succeed....

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Expert Analysis

The FASEA exam can seem like a daunting prospect but, Brian Knight writes, the facts of the task are less scary than the myths....

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Financial planning

The Financial Adviser Standards and Ethics Authority has confirmed that financial advisers will face higher costs in obtaining a financial advice degree as a result of Go...

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Financial planning

The Profession of Independent Financial Advisers has created a decision tree to help advisers understand the complexities of variable income and avoid conflicts of intere...

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Financial planning

The education provider has committed to not increasing its retail subject enrolment fees until at least 2022....

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Financial planning

The three organisations have partnered to combine a Master of Financial Planning with the CFP Certification Program....

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Financial planning

With the cost of Commerce-related degrees rising by 28% the Association of Financial Advisers is pointing to additional impact on a planning industry already hit by advis...

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Funds management

Three education stocks have reported serious losses since the start of the year, with one falling 70%, as the sector grapples with school closures and the possibility of ...

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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 21 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 22 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