PROFESSIONALISATION
Financial planning
The Financial Planning Association has confirmed the inevitable hit on the Certified Financial Planner designation resulting from the Financial Adviser Standards and Ethi...
Financial planning
Financial planning academic and “whistle-blower”, Adrian Raftery, has called for the resignation of four Financial Adviser Standards and Ethics Authority directors and th...
Financial planning
Financial planners face the need to convince the Senate cross-bench of the virtue of allowing more time for them to sit the Financial Adviser Standards and Ethics Authori...
Features
Hannah Wootton talks to a young industry leader and soon-to-be financial planning graduate, Azaria Bell, to find out what advisers can gain from going back to university....
Financial planning
The Financial Planning Association has urged the Financial Adviser Standards and Ethics Authority to publish a status list of professional designation to clarify their st...
Financial planning
The Financial Adviser Standards and Ethics Authority has finally cleared the way for higher education providers to seek accreditation of the degree and other courses they...
Financial planning
The Financial Planning Association has signalled that at least one education provider it plans to be in bed with for the rollout of the FASEA reforms is the privately-run...
Financial planning
FASEA will provide guidance to planners facing both the exam and Code of Ethics but hasn’t confirmed how long before the professionalisation regime kicks in in full force...
People & Products
In an increasingly busy marketplace, AccountantsIQ and I Love SMSF have partnered to launch a program aimed at easing the burden of the FASEA mentoring and exam requireme...
People & Products
RegTech start-up, Think Caddie, has announced its continual professional development platform could help advisers and Australian financial services licensees comply with ...
Financial planning
The Financial Adviser Standards and Ethics Authority has released the legislative instrument underpinning the financial planner Code of Ethics....
Financial planning
The Institute of Public Accountants has made a direct call for accountants to be re-enabled to have ‘broader and deeper holistic conversations’ with clients....
Financial planning
University academics are arguing that financial planning needs to be regarded as a profession rather than an occupation and that universities have a crucial role to play....
Financial planning
The Financial Adviser Standards and Ethics Authority has made some minor concessions around the financial adviser exam....
Financial planning
The planning industry faces an obstacle in ensuring consumers are aware that advisers are improving their education standards, if it wants to see the possible improvement...
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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...