EDUCATION

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....

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. ...

Financial planning

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

Financial planning

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

People & Products

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

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...

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....

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...

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...

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 ...

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...

Financial planning

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

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...

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...

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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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 1 week ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 21 hours ago