A deep dive into the adviser exam pass rate

financial advice exam FASEA

Money Management takes a closer look at the financial adviser exam and how this year’s exam results have differed from previous ones.

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The winding road ahead for digital advice

digital advice quality of advice review intelliflo Ignition Advice

Whilst digitally-enhanced advice seems inevitable following the final QOA report, industry members still debate the extent of its effectiveness.

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BOQ updates on CEO search

Bank of Queensland patrick allaway ceo appointment

Bank of Queensland has provided an update for shareholders on its search for a chief executive following the surprise departure of George Frazis last November.

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CountPlus to hold vote on name change

Countplus financial advice M&A

CountPlus has announced it will hold an extraordinary general meeting to vote on a name change for the business.

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UBS AM appoints APAC fixed income head

UBS appointment fixed income AllianceBernstein

The asset manager has announced Shamaila Khan will take up the role in early April after more than 10 years at AllianceBernstein.

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Perth advice practice pleads guilty to dishonest conduct

ASIC crime Perth

A Perth financial planning firm has pleaded guilty to three charges of dishonest conduct by falsifying information on client insurance forms.

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ASIC releases Feb exam results

ASIC exam

ASIC has released the pass data for candidates who sat the February financial advice exam.

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Former ASIC commissioner takes up board role at Cboe

cboe Chi-X ASX ASIC Cathie Armour

Former ASIC commissioner, Cathie Armour, has taken up a board role at Cboe, her first since departing the regulator last year, as director David Trude departs after 11 years.

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What’s the appetite for office REITs in 2023?

AREITs REITs Pengana First Sentier Investors LaSalle Investment Management VanEck

While REITs are well positioned for an environment of elevated inflation and low growth, office spaces could face double headwinds with rate hikes and the adoption of hybrid work.

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Advice fintech CEO to depart

Ignition Advice fintech Craig Keary

The chief executive of an advice financial technology firm is to step down after two years.

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MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

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This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

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Interesting. Would be good to know the details of the StrategyOne deal....

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