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PROFESSIONALISM

Expert Analysis

Financial advisers want to help their clients’ wellbeing and achieve their dreams but are struggling how to document their achievements, writes Santiago Burridge....

Financial planning

Licensees should not be chasing financial advisers on CPD, when they are going to sit the exam, or education, as that is not a hallmark of a recognised profession, accord...

Features

The passage of an extension of time for financial advisers to comply with FASEA education requirements in the Senate was a step towards a more professional advice system,...

Financial planning

Established and well-respected advice firms have little to fear from the Royal Commission, according to a new white paper from ClearView....

Financial planning

Licensees will be responsible for approving 70 per cent of the continuing professional development hours undertaken by advisers under the new Financial Adviser Standards ...

Financial planning

The Australian Securities and Investments Commission sees breach reporting as an integral part of industry professionalism....

Financial planning

The Australian Securities and Investments Commission has signalled a push to extend financial services professionalism beyond financial planners....

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MARKET INSIGHTS

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

2 weeks 2 days ago

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

3 weeks 2 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

2 weeks 4 days ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 1 day ago

As the deadline approaches for advisers to meet higher education requirements, the FAAA has shared an “obscure” loophole to help advisers avoid redoing a professional yea...

1 week 1 day ago