GRADUATE DIPLOMA

Financial planning

The Financial Adviser Standards and Ethics Authority has extended recognition of the course value of the Financial Planning Association’s Certified Financial Planner desi...

Policy & Regulation

FASEA has approved the Kaplan version of two AFA Professional Designations — the Fellow Chartered Financial Practitioner and Chartered Life Practitioner....

Financial planning

A number of financial advisers have reacted angrily to the latest Financial Adviser Standards and Ethics Authority education pathways policy claiming it allows insufficie...

Financial planning

The Financial Adviser Standards and Ethics Authority has released the processes advisers will have to follow to get recognition of their foreign qualifications....

Financial planning

The Financial Adviser Standards and Ethics Authority has sought to put flesh on the bones of its new regime by releasing the relevant provider degrees, qualifications and...

Financial planning

While the Financial Adviser Standards and Ethics Authority’s updated standards show some positives, advisers are still going to be impacted by the regulator’s arbitrary d...

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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’...

1 month 3 weeks ago

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

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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