Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
FASEA
Features
Despite three decades of experience in the industry and a Masters degree approved by the Financial Adviser Standards and Ethics Authority (FASEA), Leigh Anoos couldn’t pa...
Financial planning
Limited advice documents can help create engagement from clients and better understanding for advisers rather than producing a full statement of advice after every sessio...
Financial planning
A Queensland academic has raised serious doubts about the legal underpinnings of the Financial Adviser Standards and Ethics Authority code of ethics and, by implication, ...
Financial planning
The Tax Practitioners Board latest consultation paper could result in greater training requirements for advisers. ...
Financial planning
The Financial Adviser Standards and Ethics Authority code of ethics may be in force but no authority is in place to oversee its enforcement and the Australian Securities ...
Financial planning
The Shadow Assistant Treasurer and Shadow Minister for Financial Services, Stephen Jones, has slammed the Financial Adviser Standards and Ethics Authority along with the ...
Policy & Regulation
Tax financial advisers must not follow existing flexible arrangements under the Tax Practitioner Board’s code if the Financial Adviser Standards and Ethics Authority’s eq...
Financial planning
The Tax Practitioners Board appears to have cut tax (financial) advisers a break by signalling that compliance with the FASEA CPD requirements will satisfy those of the T...
Financial planning
Money Management readers have expressed their dissatisfaction with the FASEA exam, saying the questions are ambiguous and the exam conditions unfair....
Financial planning
The Financial Adviser Standards and Ethics Authority has granted one credit recognition of prior learning to coursework linked to the AFA’s FChFP designation and SAFAA’s ...
Financial planning
Money Management is seeking feedback from advisers on their thoughts and impressions of the FASEA exam, whether they have sat it or plan to....
Policy & Regulation
Research and ratings house Lonsec is suggesting to financial planning firms that it may need its services in appropriately meeting the requirements of the new Financial A...
Financial planning
The Federal Government should fund a review of the tangle of regulation covering the provision of financial advice in circumstances were accountants and advisers are bein...
Financial planning
The Government and the industry needs to start counting the cost of the Financial Adviser Standards and Ethics Authority regime implementation in circumstances where no o...
Financial planning
Deakin University’s Master of Financial Planning degree will now include the CFP Certification Program under a new partnership with the Financial Planning Association of ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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?...