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FASEA
Financial planning
Financial advisers over 60 who are deemed exceptional should be grandfathered with specific disciplines before the education requirements deadline of 2026, an adviser bel...
Financial planning
There will be ‘probably’ four sittings of the financial adviser exam in 2022, according to the corporate regulator....
Financial planning
Advisers who do not want to complete the Financial Adviser Standards and Ethics Authority requirements are finding a new home by taking on support roles at practices, acc...
Outsider
After 15 sittings across three years in locations all across the country, Outsider wishes the best for those advisers that have sat the last-ever FASEA exam this month....
Financial planning
Given the education authority will transfer to Treasury in 2022, amendments to its code of ethics will likely be limited to Standard 3 given it has not indicated consulta...
Financial planning
The corporate regulator is waiting to finalise its contract with the financial adviser exam facilitator before publishing information about exams to be held next year....
Financial planning
With only one exam sitting left this year, there are still 4,213 advisers on the Financial Adviser Register yet to pass the exam....
Financial planning
Exam takers who did not pass have until Friday, 29 October, to register for the November exam....
Financial planning
While fresh-faced candidates straight out of their degree will attempt the professional year, the traditional career path of client services and paraplanning first will b...
Financial planning
The advice group supports many of recommendations of the white paper but has questioned the motives of the Financial Services Council and whether risk advisers should tru...
Financial planning
The forecast pass rate for the last two exams only stands at 50% as the majority will be re-sitting, according to Wealth Data....
Financial planning
The cost to produce advice is around $5,335 but the average adviser is charging $3,660 and removing safe harbour and strengthening the code of ethics will reduce the cost...
People & Products
Mark Stephen, who was most recently chief executive of IOOF Group-owned Lonsdale Financial Group, has been appointed to the role by the licensee services firm....
Financial planning
As existing advisers continue to leave, the industry needs to keep promoting the benefits of being an adviser, according to TAL....
Financial planning
A professional year entrant says they were blown away to learn hairdressing used to require more training than advice as the standards authority says the industry is now ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...