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Financial planning
AccountantsIQ has stuck up for accountants giving financial advice against the Financial Adviser Standards and Ethics Authority, urging that the education standards impos...
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...
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...
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 ...
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...
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...
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...
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...
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...
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...
Editorial
If financial advisers fully owned the relationship with their clients, many of the issues uncovered by the Royal Commission may have been avoided....
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....
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 ...
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...
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...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...