Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....
A substantial number of experienced advisers may leave the market place, if they require a degree or degree equivalent, Pathway Licensee Services believes....
The Association of Financial Advisers has warned of an exodus of experienced advisers if the Government imposes an AQF 7 minimum....
The key financial services groups are unified in their view that existing planners will need more than a two-year transition to become degree qualified....
The Government has been told existing planners will likely need more time to sensibly move to degree level educational qualifications....
Risk advisers are specialists and require their own professional standards stream, says Synchron’s Don Trapnell....
While 22 per cent of Australians believe they do not need a financial planner, 23 per cent are kept up at night by their finance, according to a survey....
Education and professionalism are the key to building trust in the financial advice industry and attracting more people to the industry, which would mean more consumers w...
Mike Taylor reflects that 2015 was a year of policy challenges for the financial services industry, many of which will continue into 2016....
CBA launches a program to educate its employed financial planners on women’s unique financial needs, as well as promote financial planning as a profession for women. ...
The majority of financial advisers support the push for higher education standards, Kaplan Professional believes....
The financial planning university challenge, run through AMP's Horizons program, has attracted a record number of female entrants this year, with the competition winners ...
The Government’s decision to lift minimum education standards for new planners puts 22,500 existing financial planners in limbo, DeakinPrime warned. ...
The Government’s response to the FSI to lift professionalism in financial advice and planning through education has been welcomed by industry bodies...
The Government’s FSI response has delivered on higher educational standards for planners together with enshrinement of the term “financial planner/adviser”....
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 ...