EDUCATION
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....
Financial planning
Reforms to education for advisers should include pathways for existing advisers, and risk advisers with decades of experience should not have to re-train....
Financial planning
A substantial number of experienced advisers may leave the market place, if they require a degree or degree equivalent, Pathway Licensee Services believes....
Financial planning
The Association of Financial Advisers has warned of an exodus of experienced advisers if the Government imposes an AQF 7 minimum....
Financial planning
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....
Financial planning
The Government has been told existing planners will likely need more time to sensibly move to degree level educational qualifications....
Financial planning
Risk advisers are specialists and require their own professional standards stream, says Synchron’s Don Trapnell....
Financial planning
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....
Features
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...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...