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

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

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 3 hours ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 7 hours ago