MENTOR EDUCATION
Financial planning
The first accredited course for blockchain, the Advanced Diploma of Applied Blockchain, has been developed by Mentor Education in partnership with Queensland’s Blockchain...
Financial planning
Mentor Education’s founder, Mark Sinclair has said that older advisers who feel pushed out of the industry by FASEA’s reforms could instead find roles as mentors, coaches...
Financial planning
The quality of a financial planner’s client service can be identified in their fees charged and client retention, Mentor Education believes....
Financial planning
Planner anxiety over pursuing further education to meet the new academic qualification requirements are unnecessary while the benefits will be significant....
Financial planning
Successful advice businesses are built on genuine concern for people, Mentor Education believes....
Financial planning
The better dealer groups are already assisting their advisers in their qualifications following the new professional standards legislation announcement, according to Ment...
Financial planning
The increased professional standards in financial advice should require a Bachelor in Financial Planning rather than ‘degree equivalent’ to truly professionalise the indu...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
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...