FASEA

Financial planning

The Financial Adviser Standards and Ethics Authority has confirmed that financial advisers will face higher costs in obtaining a financial advice degree as a result of Go...

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Features

Mike Taylor writes that both Treasury and ASIC are conducting consultations which suggest that politicians of both stripes have finally woken up to the mess created in th...

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Financial planning

The Profession of Independent Financial Advisers has created a decision tree to help advisers understand the complexities of variable income and avoid conflicts of intere...

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Expert Analysis

There are ongoing questions, writes Shannon Bernasconi, over how platforms are funded and whether clients are fully understanding of what service they are receiving....

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Financial planning

The Graduate Diploma of Financial Planning, as well as two bridging courses, have been approved by FASEA....

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Financial planning

The restructuring across major banks and advice players has resulted in a large number of advisers leaving the industry because the jobs are no longer there anymore, acco...

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Financial planning

Advisers are underperforming in three areas in the exam: financial advice regulatory and legal requirements, financial advice construction, and applied ethical and profes...

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Financial planning

The June exam saw more candidates passing the exam and over 1,800 more candidates sitting the exam compared to April....

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Financial planning

The education provider has committed to not increasing its retail subject enrolment fees until at least 2022....

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Financial planning

The Federal Government should use the creation of a single disciplinary body to create a single regulator and thereby reduce complexity and costs....

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Financial planning

The legislative instrument that will grant three-month continuing professional development relief for advisers due to the COVID-19 pandemic has been formalised by FASEA....

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Financial planning

Advisers recommending in-house managed account products to clients could be subject to scrutiny on whether it is a conflict of interest, according to The Fold. ...

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Features

The chair of licensee Synchron, Michael Harrison sees merit and advantages in a move towards individual adviser registration....

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Financial planning

FASEA will only provide remote proctoring to Melbourne attendees of the August exam due to COVID-19 restrictions, but regional Victoria will continue with physical exams....

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Financial planning

Questions are being asked about whether advisers are facing greater risks of being perceived to breach the code of ethics because of the complexities inherent in advising...

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