FASEA

Financial planning

Financial advisers who sit the Financial Adviser Standards and Ethics Authority exam when the corporate regulator administers the exam will pay over $350 more than now. ...

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Financial planning

It is the professional year that is the biggest hurdle for new entrants rather than exams but things are likely to improve in 2022 when it is clear how many existing advi...

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Financial planning

Advisers say they are seeing a light at the end of the tunnel for the first time in a while after a challenging period of regulatory change....

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Financial planning

Advisers who have taken a career break or a secondment by the end of 2021 will not be considered a new entrant when they wish to return to their adviser role but will hav...

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Financial planning

Failure to recognise advisers’ prior learning is a waste of resources, according to Labor’s Stephen Jones. ...

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Financial planning

Advisers are being threatened by both increasing regulation and higher educational standards, with the Association of Financial Advisers calling for a “regulatory reset”....

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Financial planning

The education provider is looking to launch a dedicated Bachelor in Financial Planning undergraduate degree next year....

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Financial planning

The prudential regulator has been questioned on whether its superannuation Your Future, Your Super test pass/fail result was enough to help funds improve. ...

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Financial planning

The Graduate Diploma of Financial Planning and three bridging courses have been approved, with just under 200 programs in total now approved by the standards authority....

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Financial planning

Knowledge of when to provide retail clients key documents, identifying breaches, and the code of ethics are key problem areas in what was the worst collective result out ...

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Financial planning

This is the lowest pass rate, beating the previous record of 67%, with only two exam sittings remaining this year....

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Financial planning

The acquisition of Paragem and the Financial Adviser Standards and Ethics Authority regime forcing out limited licensees has seen the adviser makeup of Easton Investments...

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Financial planning

IOOF is planning to use the next three years to breakeven MLC Wealth and has turned its acquisition focus into an organic growth focus. ...

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Financial planning

The complexity of compliance frameworks for financial advice makes it more difficult to be a multidisciplinary adviser....

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Financial planning

The education authority believes the pass rate for candidates that have sat the exam more than once is more favourable than other industry certification assessments....

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago