There is an increasing temptation for advisers to move into assets that are not widely understood as they look for yield, Mason Stevens believes....

CFS has introduced online tools to enable instant set-up of client accounts and will launch various managed accounts solutions on its wrap....

The SMSF Association has partnered with wealth management firm, Morgans Financial, to provide SMSF training to its authorised representatives. ...

If advisers had a ‘professional year’ requirement instead of a tertiary degree, it could help solve the issue of professionalism and ethics....

New research has revealed changing client attitudes towards wealth management, with advisers needing to become financial therapists rather than asset allocators....

The Government is proposing to extend the amount of time existing advisers will need to reach degree-equivalent status and to pass the new exam requirement....

Limited financial advisers should not need to complete a full financial planning bachelor degree, Mentor Education believes....

Planners employed by superannuation funds are almost twice as likely to believe they should earn more than $300,000 a year than others in the industry....

There is high demand for the features that annuities offer but retirees lacked understanding of annuities, suggesting a need for financial advisers to educate them using ...

Robo-advice is continuing to make inroads but the demand for good face to face advice in Australia is still largely unmet....

Financial advisers will need to up their information security game as sophistication and stealthy nature of information attacks have increased, according to Midwinter....

Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....

The key financial services groups are unified in their view that existing planners will need more than a two-year transition to become degree qualified....

A panel of financial advisers pushed for more education and big hit policy responses that could have immediate effects for women who were behind on superannuation....