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Financial planning
The Association of Independently Owned Financial Professionals (AIOFP) has called on advisers to petition the Government regarding FASEA’s reforms by utilising support fr...
Financial planning
An academic has questioned the robustness of some bank advice remediation programs claiming some work has been carried out by contractors with little more than ‘hot house...
Financial planning
The Association of Financial Advisers has warned that the financial adviser exam represents a ‘cull’ mechanism as it is currently proposed....
Financial planning
Deakin University has told the Financial Adviser Standards and Ethics Authority it believes financial planners want the exam process to cover areas that are relevant to w...
Financial planning
The new standards to be put in place under the FASEA regime present challenges for those who predominantly provide SMSF advice under a limited licence, the online advice ...
Financial planning
The Financial Planning Association has issued an online questionnaire for members to complete on the Financial Adviser Standards and Ethics Authority’s Financial Adviser ...
Financial planning
The Association of Financial Advisers has pointed to the likelihood of further rounds of Financial Adviser Standards and Ethics Authority consultation around education pa...
Features
As financial planners gear up for new education requirements, Anastasia Santoreneos writes that it’s time to look at other industries employing similar licensing standard...
Financial planning
A record number of candidates have registered for Level I, II, and III CFA exams on the program’s 55th anniversary, according to CFA Institute. ...
Features
The Federal Government has decided a degree-level equivalency will be required for new advisers from January 2019 under the FASEA regime. Nick Grove asks whether this wil...
Financial planning
The Dūcere Global Business School plans to offer partial scholarships for twelve Mentor Education alumni and financial service industry professionals to undertake their M...
Financial planning
Over 17,000 advisers may need to complete further education under the Financial Adviser Standards and Ethics Authority’s reforms, including 1,000 who are close to retirem...
Financial planning
The Financial Planning Association (FPA) has found that approximately 60 per cent of its members are degree-qualified, compared to 35 per cent industry-wide....
Financial planning
The Financial Planning Association’s National Roadshow will focus educating and calming financial planners regarding the Financial Adviser Standards and Ethics Authority’...
Financial planning
Deen Sanders, chief executive of the Financial Adviser Standards and Ethics Authority, has told SMSF Conference delegates that they should not fear education reforms for ...
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So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...