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...

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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...

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Financial planning

The quality of a financial planner’s client service can be identified in their fees charged and client retention, Mentor Education believes....

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Financial planning

Planner anxiety over pursuing further education to meet the new academic qualification requirements are unnecessary while the benefits will be significant....

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Financial planning

Successful advice businesses are built on genuine concern for people, Mentor Education believes....

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Financial planning

The better dealer groups are already assisting their advisers in their qualifications following the new professional standards legislation announcement, according to Ment...

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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...

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Never miss the latest news and developments in wealth management industry

Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago