FASEA

Financial planning

If elected, a Labor government would assume that a decade of experience was worth at least a degree and would scrap the degree requirement for those advisers....

image
Financial planning

Financial advisers over 60 who are deemed exceptional should be grandfathered with specific disciplines before the education requirements deadline of 2026, an adviser bel...

image
Financial planning

There will be ‘probably’ four sittings of the financial adviser exam in 2022, according to the corporate regulator....

image
Financial planning

Advisers who do not want to complete the Financial Adviser Standards and Ethics Authority requirements are finding a new home by taking on support roles at practices, acc...

image
Outsider

After 15 sittings across three years in locations all across the country, Outsider wishes the best for those advisers that have sat the last-ever FASEA exam this month....

image
Financial planning

Given the education authority will transfer to Treasury in 2022, amendments to its code of ethics will likely be limited to Standard 3 given it has not indicated consulta...

image
Financial planning

The corporate regulator is waiting to finalise its contract with the financial adviser exam facilitator before publishing information about exams to be held next year....

image
Financial planning

With only one exam sitting left this year, there are still 4,213 advisers on the Financial Adviser Register yet to pass the exam....

image
Financial planning

Exam takers who did not pass have until Friday, 29 October, to register for the November exam....

image
Financial planning

While fresh-faced candidates straight out of their degree will attempt the professional year, the traditional career path of client services and paraplanning first will b...

image
Financial planning

The advice group supports many of recommendations of the white paper but has questioned the motives of the Financial Services Council and whether risk advisers should tru...

image
Financial planning

The forecast pass rate for the last two exams only stands at 50% as the majority will be re-sitting, according to Wealth Data....

image
Financial planning

The cost to produce advice is around $5,335 but the average adviser is charging $3,660 and removing safe harbour and strengthening the code of ethics will reduce the cost...

image
People & Products

Mark Stephen, who was most recently chief executive of IOOF Group-owned Lonsdale Financial Group, has been appointed to the role by the licensee services firm....

image
Financial planning

As existing advisers continue to leave, the industry needs to keep promoting the benefits of being an adviser, according to TAL....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

1 month 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

1 month 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

3 weeks 3 days ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

2 weeks 2 days ago

The Federal Court has made interim orders to freeze the assets of a managed investment scheme, its responsible entity, and a director....

1 month ago