PROFESSIONALISATION

Financial planning

The Association of Independently Owned Financial Professionals (AIOFP) has called on advisers to petition the Government regarding FASEA’s reforms by utilising support fr...

Features

As financial planners gear up for new education requirements, Anastasia Santoreneos writes that it’s time to look at other industries employing similar licensing standard...

Features

The Federal Government has decided a degree-level equivalency will be required for new advisers from January 2019 under the FASEA regime. Nick Grove asks whether this wil...

Financial planning

As the financial services industry increasingly professionalises, the Financial Services Institute of Australasia has launched its first internationally-recognised profes...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

3 months ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

3 months 3 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

4 months ago

Advice firms are increasing their base salaries by as much as $50k to attract talent, particularly seeking advisers with a portable book of clients, but equity offerings ...

2 weeks 3 days ago

ASIC has released the results of the latest financial adviser exam, held in November 2025....

2 days 21 hours ago

Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...

6 days 18 hours ago
moneymanagement logo