adviser education

Financial planning

Advisers still hindered by FASEA’s ‘arbitrary dates’

While the Financial Adviser Standards and Ethics Authority’s updated standards show some positives, advisers are still going to be impacted by the regulator’s arbitrary d...

Financial planning

FASEA warned on over-complication

The Financial Adviser Standards and Ethics Authority has been warned against over-complicating the transition of practising advisers who hold foreign qualifications....

Financial planning

Older advisers in demand as mentors post-FASEA: Mentor Education

Mentor Education’s founder, Mark Sinclair has said that older advisers who feel pushed out of the industry by FASEA’s reforms could instead find roles as mentors, coaches...

Features

Using machines for book learning

Regtech, artificial intelligence, on-demand online education services, and pre-emptive risk detection are the ways of the future for the financial advice industry to tack...

Features

Financial planning at another crossroad

Mike Taylor writes that the creation of the Financial Adviser Standards and Ethics Authority has brought the financial planning industry to another crossroad on its journ...

Editorial

Professional standards and de-risking the industry

With the passage of the Professional Standards legislation, the major employers have already set about de-risking their planning exposures, Mike Taylor writes....

Features

To study or not to study – Education feature part 2

When the Government initially announced the professional standards bill, one of the biggest concerns was whether there would be an early retirement exodus of late-career ...

Financial planning

Reputation risk hinders adviser social media use

Advisers were hesitating to use social media to engage with clients for fear of reputational risk, while also citing lack of education as an issue....