What did you think of the FASEA exam?
How do advisers feel about the Financial Adviser Standards and Ethics Authority (FASEA) exam?
As advisers deal with gaining education qualifications and sitting the FASEA exam, Money Management has sought the views from advisers on if they think the exam is fair and what their personal experience was like if they had attempted it.
Please complete this brief survey.
Recommended for you
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
Morningstar has made two business development appointments to drive the growth strategy of its financial advice software, AdviserLogic.