FASEA

Financial planning

The Association of Financial Advisers has pointed to the likelihood of further rounds of Financial Adviser Standards and Ethics Authority consultation around education pa...

image
Features

As financial planners gear up for new education requirements, Anastasia Santoreneos writes that it’s time to look at other industries employing similar licensing standard...

image
Financial planning

The Financial Adviser Standards and Ethics Authority (FASEA) has announced that Stephen Glenfield, who has over 30 years’ experience in the financial services regulation ...

image
Financial planning

The Association of Financial Advisers is arguing that advisers who will be aged 55 or over as at 31 December, 2023 should not have to climb the same education mountain as...

image
Financial planning

The buyer’s market for financial planning practices and premium valuations of 3.2 to 3.5 times may be coming to an end with a new analysis suggesting ageing, trail-relian...

image
Financial planning

Financial advisers need to engage more with consultation on the Financial Adviser Standards and Ethics Authority’s consultation on a new code of ethics before it is too l...

image
Financial planning

The Australian Securities and Investments Commission has signalled that planner bodies will have to put aside their fear of losing members if they are to succeed as co-re...

image
Financial planning

Over 17,000 advisers may need to complete further education under the Financial Adviser Standards and Ethics Authority’s reforms, including 1,000 who are close to retirem...

image
Financial planning

The Prime Minister, Malcolm Turnbull has admitted to making a political mistake in not acting sooner to call the Royal Commission into Misconduct in the Banking, Superann...

image
Editorial

If financial advisers fully owned the relationship with their clients, many of the issues uncovered by the Royal Commission may have been avoided....

image
Financial planning

The Financial Planning Association (FPA) has found that approximately 60 per cent of its members are degree-qualified, compared to 35 per cent industry-wide....

image
Financial planning

As the Financial Adviser Standards and Ethics Authority considers a new ethics standard for all advisers, the accounting sector reflects on industry change following the ...

image
Financial planning

The Financial Planning Association has announced Sharon Taylor’s appointment as chair of the Financial Planning Education Council, following Mark Brimble’s departure in F...

image
Financial planning

The Financial Planning Association has unsurprisingly had an overwhelming response to its questionnaire on adviser education reforms, with 1,700 members airing their worr...

image
Financial planning

Mark Brimble has been announced as acting managing director of the Financial Adviser Standards and Ethics Authority, as CEO Deen Sanders leaves following months of indust...

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

3 weeks 3 days ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

3 weeks 4 days ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

3 weeks 4 days ago

The decision whether to proceed with a $100 million settlement for members of the buyer of last resort class action against AMP has been decided in the Federal Court....

1 week 3 days ago

A former Brisbane financial adviser has been found guilty of 28 counts of fraud where his clients lost $5.9 million....

3 weeks 3 days ago

The difference between a Record of Advice and Statement of Advice is the crux of the FSCP’s latest determination against a relevant provider. ...

3 weeks 6 days ago