FINANCIAL ADVISER EXAMINATION

Financial planning

Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...

Financial planning

With the first financial adviser exam of the year under the new structure held on 26 March, candidates have described it “tough” despite changes – meaning questions are m...

Financial planning

Following the government’s proposed changes to the financial adviser exam, SIAA has made additional recommendations for better outcomes, such as enabling entrants to sit ...

Financial planning

An advice association has called for the financial adviser exam to be scrapped, arguing it has served its purpose and is an unnecessary expense....

Financial planning

Education providers have expressed concerns that the experience pathway will encourage existing students to drop out of their studies and has left past students angry abo...

Financial planning

Some 52% of financial advisers have passed the latest financial adviser exam, figures from the Australian Securities and Investments Commission show....

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Financial planning

Advisers are concerned that the increasing focus on COVID-19 and the Government’s related economic stimulus package will delay passage of the legislation necessary to ext...

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Financial planning

The Financial Adviser Standards and Ethics Authority has released proposed guidance on the compulsory Financial Adviser Examination, amid cries from the industry that mor...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 weeks 5 days ago

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

3 weeks 2 days ago

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

2 months 3 weeks ago

AMP is to launch a digital advice service to provide retirement advice to members of its AMP Super Fund, in partnership with Bravura Solutions. ...

2 weeks 1 day ago

ASIC has taken action against a Queensland adviser who was sentenced last May for misappropriating $1.8 million from his clients....

2 weeks 1 day ago

A former Insignia Financial C-suite exec has taken on a leadership role at MUFG Retirement Solutions as it announces chief executive Dee McGrath will depart after six yea...

2 weeks 2 days ago