FASEA

Financial planning

Advisers need to start planning for FASEA

With the Financial Adviser Standards and Ethics Authority’s education reforms looking inevitable, advisers need to turn their mind to where and how they will study once t...

Financial planning

FASEA should draw line between accountants and advisers: AccountantsIQ

The Financial Standards and Ethics Authority isn’t comparing apples with apples, with accountants snubbing the idea of ‘study for study’s sake’, according to AccountantsI...

Features

When the going gets tough, advisers get going

Anastasia Santoreneos writes that while FASEA and the Royal Commission have got advisers down in the short term, they are feeling positive about the future of the industr...

Policy & Regulation

Academic questions FASEA filings

Deakin Business School associate professor, Adrian Raftery has raised questions about whether the Financial Adviser Standards and Ethics Authority has met its financial f...

Financial planning

Planners seeking to move beyond FASEA

Many financial planning practice owners are seeking to move ahead of knowing the final shape of the new Financial Adviser Standards and Ethics Authority regime, according...

Financial planning

FASEA sees adviser sentiment plummet

Experts say the continuing uncertainty and fear surrounding the Financial Adviser Standards and Ethics Authority’s future requirements has adviser sentiment unsurprisingl...

Editorial

Dealing with the reality of a post-FASEA world

Even allowing for an injection of pragmatism the essential elements of the Financial Adviser Standards and Ethics Authority regime will remain unchanged and planners will...

People & Products

Marisa Broome to take up FPA chair

Financial Planning Association board director Marisa Broome will take over as chair from Neil Kendall when his term ends on 21 November, this year....

Outsider

Getting grouchy about the FASEA club

Outsider likes to hold to the old Groucho Marx maxim that he would not care to be a member of any club which would have him as a member....

Features

Defining the differences in life

Synchron’s Don Trapnell explains why there are distinct differences between life/risk advisers and those providing holistic advice and why this should be recognised under...

Financial planning

Universities worried by FASEA’s reforms

Aussie universities have been left in the dark as the Financial Advisers Standards and Ethics Authority takes its time to roll out its proposed reforms....

Financial planning

FASEA faces post-RC questions

Amid Federal Opposition calls to extend the Royal Commission real questions are being asked about key elements of the Financial Adviser Standards and Ethics Authority reg...

Financial planning

FASEA’s CPD approach is flawed, says Portfolio Construction Forum

Financial services education group, the Portfolio Construction Forum, has urged the Financial Adviser Standards and Ethics Authority to move its proposed CPD regime beyon...

Expert Analysis

Financial Planning in 2018 is about preparing for change

With another round of Royal Commission hearings having drawn to a close and proposed education reforms remaining somewhat unknown, Matt Swieconek looks at how the changes...

Financial planning

Have planner numbers peaked?

Money Management’s Top 100 planning groups survey shows planner numbers have defied industry turbulence to reach their highest level in half a decade, but is this the pea...