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Financial planning
AMP Limited has signalled how it intends reshaping its adviser network with productivity and professionalism trumping actual adviser numbers....
People & Products
In an increasingly busy marketplace, AccountantsIQ and I Love SMSF have partnered to launch a program aimed at easing the burden of the FASEA mentoring and exam requireme...
People & Products
RegTech start-up, Think Caddie, has announced its continual professional development platform could help advisers and Australian financial services licensees comply with ...
Financial planning
The Financial Adviser Standards and Ethics Authority has released the legislative instrument underpinning the financial planner Code of Ethics....
Financial planning
University academics are arguing that financial planning needs to be regarded as a profession rather than an occupation and that universities have a crucial role to play....
Features
Self-managed superannuation funds are growing in popularity, and at the same time scrutiny of the quality of advice around them is also increasing. Hannah Wootton looks a...
Features
Debate has been raging about the impact of the Financial Adviser Standards and Ethics Authority’s professionalisation regime since its inception. While many advisers plan...
Financial planning
The Financial Planning Association has urged the Government to give financial planners access to the Commonwealth Support Places regime to help them pay for obtaining the...
Financial planning
The Financial Adviser Standards and Ethics Authority has made some minor concessions around the financial adviser exam....
Financial planning
Both the Royal Commission final report and FASEA’s reforms could intensify changes already underway to how financial planning businesses are bought and sold....
Financial planning
The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...
Financial planning
Money Management’s survey of financial advisers has revealed that 25 per cent of respondents have degrees that don’t appropriately measure-up under the Financial Adviser ...
Financial planning
Money Management’s survey confirms the likelihood that more than a quarter of financial planners will exit the industry as a result of the Financial Adviser Standards and...
Financial planning
Financial adviser respondents to an ongoing Money Management survey say that while they back most of the objectives of the Financial Adviser Standards and Ethics Authorit...
Financial planning
Money Management’s survey of adviser intentions on the new Financial Adviser Standards and Ethics Authority regime has revealed Kaplan rather than the universities as the...
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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...