EDUCATION
Financial planning
Licensees have been urged by ASIC to ensure their advisers’ FAR records are updated, as ASIC’s latest estimates find more than 3,000 advisers could be unable to provide a...
Financial planning
While the profession struggles to keep up with strong consumer demand, a third of people who have passed the ASIC adviser exam aren’t actively practising, so where is thi...
Financial planning
With candidate retention a concern after a professional year, two large licensees have shared how they are structuring their programs to successfully ensure candidates ar...
Financial planning
As the 1 January 2026 education deadline looms, the FAAA is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience loss for t...
Financial planning
ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...
Financial planning
As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...
Financial planning
A quarter of advisers who commenced on the FAR within the last two years have already switched licensees or practices, adding validity to practice owners’ professional ye...
Financial planning
The Financial Advice Association Australia has announced it will expand its approved specialisations program to broaden its range of qualification designations....
Features
Stakeholders in the professional year discussion underscore the challenges in the current pipeline and what is holding back licensees from taking on new candidates....
Features
Formal education has played a large role in enhancing the advice profession over the last decade but, with the bar now so high, two advisers debate whether it is necessar...
Financial planning
Kaplan Professional has launched a new Financial Adviser Accelerator Suite to prepare new entrants and early-career advisers for the profession....
Financial planning
A professional year supervisor has been banned for five years after advice provided by his provisional relevant provider was deemed to be inappropriate, the first time th...
Financial planning
With millions of Australians rushing towards retirement, CPA Australia said urgent action is needed to bolster the financial advice profession before it becomes an “irrev...
Funds management
Wealth managers who lack expertise in alternatives could find themselves at risk of losing clients, according to iCapital, with a shift towards evergreen funds already at...
Financial planning
Initially developed more than two decades ago, Fitzpatricks Advice Partners has “revamped and relaunched” its flagship development program....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...