Contrary to recent arguments that new financial advice entrants can no longer rely on large licensees for recruitment, AMP and Count have detailed their pathways for PY c...
Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...
As the financial advice industry looks to embrace career changers, Money Management speaks to a former teacher and international development worker who took the leap into...
The JAWG has announced it is in talks with Treasury around five “core principles” to strengthen the education standards for new entrants to the financial advice space....
With the first financial adviser exam of the year under the new structure held on 26 March, candidates have described it “tough” despite changes – meaning questions are m...
Retaining new entrants in the advice industry as they complete their Professional Year is a key focus for advice firms in 2024, with younger generations increasingly valu...
Money Management collates the recommendations of major associations and how they would like the financial advice exam to change in the future following consultation....
The FAAA expects to see a reduced fee to sit the financial adviser exam once the proposed changes are implemented, with the current cost sitting steep at $1,500 per attem...
Following the government’s proposed changes to the financial adviser exam, SIAA has made additional recommendations for better outcomes, such as enabling entrants to sit ...
Two Professional Year candidates have shared their thoughts with Money Management on ASIC’s proposed changes to the financial advice exam and what it will mean for their ...
TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing thei...
Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...
Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...
Professional year candidates should be self-motivated and both them and their supervisors need to understand it could take far longer than one year, according to panellis...
Almost 20 students have filed a class action against James Cook University after discovering their financial planning degrees had not received accreditation, leaving them...
How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...
Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...
This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...