EDUCATION

Editorial

A lack of participation by Australia’s largest universities is complicating the pathway for new entrants, according to leading financial advice organisations. ...

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Financial planning

Over a third of Australians say they have minimal confidence in their retirement preparations and 64% say they would like to receive advice from their superannuation fund...

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Financial planning

Enrolments for the first financial adviser exam of 2023 open today with licensees applying for a new adviser urged to act quickly....

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Financial planning

Based on enrolments in its industry-aligned courses, TAL Risk Academy has revealed the most commonly-sought areas of help for advisers in the last year....

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Financial planning

A Monash University report gauging the pressures experienced by young Australians has looked into financial literacy and security among 18- to 24-year-olds. ...

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Financial planning

The Advisers Association has urged for a higher education bar to be set for non-relevant financial advice providers....

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Financial planning

A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....

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People & Products

Diverger has expanded its service offering with a CPD and technical support platform for advisers....

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Financial planning

More regulation and education requirements “does not make the dishonest honest”, according to an adviser, with the adviser exodus leaving investors at risk of guidance fr...

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Financial planning

Kaplan Professional has announced a second round of its Women in Finance scholarships, offering 10 scholarships funded by the Financial Planning Association of Australia....

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Financial planning

Templeton (Aust) Financial Services is aiming to start a new program in schools to help students engage with their finances and encourage them to consider financial plann...

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Financial planning

Consumer protections for sophisticated investors need to be reviewed as the size of their wealth does not necessarily equal their financial knowledge, according to Justic...

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Financial planning

One of the most important factors to a successful Professional Year strategy is for firms to look beyond the 12-month horizon and how a candidate can develop at the firm ...

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Financial planning

Failing to engage women at university to pursue technical areas such as investment management or financial planning means they are unlikely to follow them at a later date...

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Financial planning

Over 1,800 advisers have graduated from postgraduate qualifications in 2020 and 2021, according to Kaplan Professional, an industry record....

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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 7 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 8 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