JUDITH FOX
Financial planning
The Stockbrokers and Financial Advisers Association has welcomed the announcement from the corporate regulator regarding its “reasonable approach” in the early stage of t...
Financial planning
There needs to be a better recognition of previous study undertaken by financial planners, and in particular continuing professional development studies, according to the...
Financial planning
Another FASEA exam in 2022 will remove “great uncertainty” if advisers need to re-take the exam in November, according to the Stockbrokers and Financial Advisers Associat...
Financial planning
Both stockbrokers and risk advisers are continuing to lobby Parliamentarians for changes to the Financial Adviser Standards and Ethics Authority regime to better recognis...
Financial planning
Financial advisers will no longer have to record continuing professional development for RG146 as it has effectively been replaced by the Financial Adviser Standards and ...
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...