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EDUCATION
Financial planning
There is high demand for the features that annuities offer but retirees lacked understanding of annuities, suggesting a need for financial advisers to educate them using ...
Financial planning
The academic achievements of financial planners is rising with an increasing number now holding Post Grad qualifications, the Money Management Salary Survey reveals....
Financial planning
Kiama-based financial technology firm Padua Financial Group (PFG) has launched a new online advice request system....
Financial planning
It is ‘ludicrous’ to suggest qualifications from professional associations could be seen as ‘degree equivalents’, a financial services training company claims....
Superannuation
The SMSF Association has partnered with Kaplan Professional to launch an SMSF graduate certificate for those wanting to add a specialisation to their financial qualificat...
Financial planning
ClearView has challenged the standing of the FSC to develop a Life Code or APL Standard....
Financial planning
Assistant Treasurer, Kelly O’Dwyer signals the Government is close to delivering the legislation to underpin adviser education and professional standards....
Features
The career paths of financial advisers have twisted and turned with every development and tweak of legislation in the industry. Jassmyn Goh finds out what career paths lo...
Financial planning
With the spotlight on professional standards of the advice profession, TAL has added a client engagement stream to its education program....
Superannuation
Accurium and the University of Adelaide have partnered to launch a one-day SMSF retirement course for SMSF practitioners....
Editorial
Many financial planners may choose to leave the industry over the next two years, but the Government and the regulators can minimise those exits by getting the transition...
Features
Specialist education and training seems to be the key to restoring trust in advisers among sceptical self-managed super fund members, Malavika Santhebennur writes....
Financial planning
New survey data prompts call for more consumer education around life/risk to encourage a self-directed approach....
Financial planning
Most of the industry input around advice education standards came from institutions and industry associations, and lacked input from all stakeholders....
Financial planning
The Federal Government has been told that the voices of too few grass roots advisers have been heard in the FSI and PJC processes....
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Podcast
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 ...