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FINANCIAL ADVISERS
Financial planning
If advisers had a ‘professional year’ requirement instead of a tertiary degree, it could help solve the issue of professionalism and ethics....
Financial planning
New research has revealed changing client attitudes towards wealth management, with advisers needing to become financial therapists rather than asset allocators....
Financial planning
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....
Financial planning
Limited financial advisers should not need to complete a full financial planning bachelor degree, Mentor Education believes....
Financial planning
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....
Financial planning
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 ...
Financial planning
Robo-advice is continuing to make inroads but the demand for good face to face advice in Australia is still largely unmet....
Financial planning
Financial advisers will need to up their information security game as sophistication and stealthy nature of information attacks have increased, according to Midwinter....
Financial planning
Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....
Financial planning
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....
Superannuation
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....
Financial planning
TAL has launched a risk office hub for its advisers, which allows them to access meeting rooms in five capital cities....
Funds management
Two former IPAC advisers have been recruited by Fitzpatricks Private Wealth, boosting its Victorian presence....
Financial planning
Two financial advisers have joined Fitzpatricks Private Wealth, citing their interest for self-employment and like-minded advisers....
Financial planning
Just under two-thirds of risk advisers consider themselves prepared for next year’s Life Insurance Framework changes....
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...