EDUCATION

Editorial

The Government’s creation of an independent standards body will alter the dynamics of the financial planning industry and create a new hierarchy. ...

image
Top 100

For the first time Money Management asked the dealer groups in a survey to share their views on the educational requirements for new advisers as well as their expectation...

image
Financial planning

Attaining high levels of education could give advisers the confidence to face ethical dilemmas thrown at them by licensees and question the status quo, according to State...

image
Financial planning

The Federal Government will allow its expert standards setting body discretion to issue exemptions on a case-by-case basis....

image
Financial planning

School-like exams might not be appropriate for all advisers under the new education standards, and the word 'exam' should be removed from the Exposure Draft, the AFA said...

image
Features

A burgeoning ageing population and a low global interest rate environment means investors will need to diversify and avoid overexposure to banks to avoid running out of s...

image
Features

A double dissolution election has left many financial planning policies in limbo, and advisers are demanding certainty on at least three key issues, Malavika Santhebennur...

image
Tools & guides

While the professional standards changes will set a benchmark, it is important to remember that these are only a minimum, Bryan Ashenden writes....

image
Features

Advisers could face hefty lawsuits if they are unable to keep pace with regulatory change and capability development. Jassmyn Goh finds out how advisers can avoid legal t...

image
Financial planning

Advisers across NAB’s planning network will have access to online and face-to-face learning opportunities through a partnership with Deakin University....

image
Outsider

Outsider skimmed through Money Management’s Salary Survey to find some interesting results about education levels between planners in banks and their peers in the super s...

image
Financial planning

The Government is proposing to extend the amount of time existing advisers will need to reach degree-equivalent status and to pass the new exam requirement....

image
Editorial

When it comes to taking home the big bucks in the planning industry, it is experience that counts, the Money Management Salary Survey reveals....

image
Features

Growing numbers of planners hold a Post Graduate or Masters qualification, but those working in the superannuation sector are more likely not to have darkened the door of...

image
Financial planning

Financial planners working for aligned groups account for a significant proportion of the growth in salaries across the planning industry, the Money Management Salary Sur...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

1 month 3 weeks ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

1 month 3 weeks ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

1 month 3 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

1 week 2 days ago

The Reserve Bank of Australia has made its latest rate call, with only two more meetings left for 2024....

3 weeks 3 days ago

Financial advisory group AZ NGA has announced a strategic partnership with a $294 billion global investment manager to support its acquisition plans....

2 weeks 4 days ago