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...

image
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...

image
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...

image
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....

image
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...

image
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...

image
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...

image
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...

image
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...

image
People & Products

RegTech start-up, Think Caddie, has announced its continual professional development platform could help advisers and Australian financial services licensees comply with ...

image
Financial planning

The Financial Adviser Standards and Ethics Authority has released the legislative instrument underpinning the financial planner Code of Ethics....

image
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....

image
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....

image
Financial planning

The Financial Adviser Standards and Ethics Authority has made some minor concessions around the financial adviser exam....

image
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...

image
 

MARKET INSIGHTS

sub-bg sidebar subscription

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 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 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 1 day 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 1 week 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