PROFESSIONALISATION

Financial planning

Financial adviser respondents to an ongoing Money Management survey say that while they back most of the objectives of the Financial Adviser Standards and Ethics Authorit...

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Financial planning

Money Management’s survey of adviser intentions on the new Financial Adviser Standards and Ethics Authority regime has revealed Kaplan rather than the universities as the...

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Financial planning

The Association of Financial Advisers has acknowledged that the financial adviser exam will likely act as a culling mechanism for inadequate advisers but has urged that t...

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Financial planning

New research has suggested that when it comes to keeping clients happy, adviser soft skills are every bit as important as possession of a university degree for financial ...

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Life/Risk

Life risk industry veteran, Michael Molesworth, has warned that underwriters and claims assessors need to be subject to more stringent education requirements or risk comm...

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Policy & Regulation

Authorised advisers need to make sure they’re on ASIC’s Financial Advisers Register by the end of the year, before new professional standards take effect, or risk being t...

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Financial planning

The Finance Sector Union has called for the current move to professionalisation to be extended beyond just planners, but has warned that there are issues with an industry...

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Financial planning

The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine accountants utilising the limited licensing regime, according to...

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Financial planning

Many financial planning practice owners are seeking to move ahead of knowing the final shape of the new Financial Adviser Standards and Ethics Authority regime, according...

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Editorial

Even allowing for an injection of pragmatism the essential elements of the Financial Adviser Standards and Ethics Authority regime will remain unchanged and planners will...

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Financial planning

Aussie universities have been left in the dark as the Financial Advisers Standards and Ethics Authority takes its time to roll out its proposed reforms....

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Financial planning

The Financial Planning Association is arguing that third-party professional associations such as itself should be integral to the new continuing professional development ...

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Financial planning

The Diploma of Financial Planning will continue to be the qualification of choice for many, according to Mentor Education Group....

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Financial planning

The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority not to impose extreme CPD requirements on advisers but, rather, align...

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Financial planning

The Association of Financial Advisers has urged that planners doing their Professional Year should be allowed to generate revenue for the planning practices overseeing th...

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Never miss the latest news and developments in wealth management industry

Simon

Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...

4 days 3 hours ago
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 4 days 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 4 days 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 2 weeks 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