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...

With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and...

Members of the financial planning industry have shared with Money Management how they believe the Professional Year could be further developed. ...

Melbourne-based Lino Salzano earned the title of adviser at just 21 years old, and has described the process of how he got there....

A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....