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FASEA
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...
Features
Mike Taylor writes that both Treasury and ASIC are conducting consultations which suggest that politicians of both stripes have finally woken up to the mess created in th...
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...
Expert Analysis
There are ongoing questions, writes Shannon Bernasconi, over how platforms are funded and whether clients are fully understanding of what service they are receiving....
Financial planning
The Graduate Diploma of Financial Planning, as well as two bridging courses, have been approved by FASEA....
Financial planning
The restructuring across major banks and advice players has resulted in a large number of advisers leaving the industry because the jobs are no longer there anymore, acco...
Financial planning
Advisers are underperforming in three areas in the exam: financial advice regulatory and legal requirements, financial advice construction, and applied ethical and profes...
Financial planning
The June exam saw more candidates passing the exam and over 1,800 more candidates sitting the exam compared to April....
Financial planning
The education provider has committed to not increasing its retail subject enrolment fees until at least 2022....
Financial planning
The Federal Government should use the creation of a single disciplinary body to create a single regulator and thereby reduce complexity and costs....
Financial planning
The legislative instrument that will grant three-month continuing professional development relief for advisers due to the COVID-19 pandemic has been formalised by FASEA....
Financial planning
Advisers recommending in-house managed account products to clients could be subject to scrutiny on whether it is a conflict of interest, according to The Fold. ...
Features
The chair of licensee Synchron, Michael Harrison sees merit and advantages in a move towards individual adviser registration....
Financial planning
FASEA will only provide remote proctoring to Melbourne attendees of the August exam due to COVID-19 restrictions, but regional Victoria will continue with physical exams....
Financial planning
Questions are being asked about whether advisers are facing greater risks of being perceived to breach the code of ethics because of the complexities inherent in advising...
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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...
So we are now underwriting criminal scams?...