A lack of participation by Australia’s largest universities is complicating the pathway for new entrants, according to leading financial advice organisations. ...
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...
Enrolments for the first financial adviser exam of 2023 open today with licensees applying for a new adviser urged to act quickly....
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....
A Monash University report gauging the pressures experienced by young Australians has looked into financial literacy and security among 18- to 24-year-olds. ...
The Advisers Association has urged for a higher education bar to be set for non-relevant financial advice providers....
A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....
Diverger has expanded its service offering with a CPD and technical support platform for advisers....
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...
Kaplan Professional has announced a second round of its Women in Finance scholarships, offering 10 scholarships funded by the Financial Planning Association of Australia....
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...
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...
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 ...
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...
Over 1,800 advisers have graduated from postgraduate qualifications in 2020 and 2021, according to Kaplan Professional, an industry record....
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...