FINANCIAL ADVICE EXAM

Features

Formal education has played a large role in enhancing the advice profession over the last decade but, with the bar now so high, two advisers debate whether it is necessar...

Financial planning

Results are out for the latest sitting of the ASIC financial advice exam, with the pass rate falling for the second consecutive sitting....

Financial planning

ASIC has issued information for AFS licensees clarifying what they need to do if their adviser wishes to access the experience pathway....

Financial planning

Following a 73 per cent pass rate in the August financial adviser exam, the highest since ASIC took over its administration, a high number of new entrants have joined the...

Financial planning

ASIC chair, Joe Longo, has told advisers there is little the corporate regulator can do to improve the financial adviser exam, despite negative feedback from candidates....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

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