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PROFESSIONAL YEAR
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
Two Professional Year candidates have shared their thoughts with Money Management on ASIC’s proposed changes to the financial advice exam and what it will mean for their ...
Financial planning
TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing thei...
Expert Analysis
Many advice practices believe that taking on Professional Year advisers will drain resources. But forward-thinking firms are putting them at the heart of their strategy t...
Financial planning
Managed accounts can be a benefit for advisers in their professional year, according to experts, as they pose a lower compliance burden and improved risk management. ...
Financial planning
Professional year candidates should be self-motivated and both them and their supervisors need to understand it could take far longer than one year, according to panellis...
Financial planning
Almost 20 students have filed a class action against James Cook University after discovering their financial planning degrees had not received accreditation, leaving them...
Financial planning
With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and...
Financial planning
Members of the financial planning industry have shared with Money Management how they believe the Professional Year could be further developed. ...
Financial planning
Melbourne-based Lino Salzano earned the title of adviser at just 21 years old, and has described the process of how he got there....
Financial planning
A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....
Financial planning
One of the most important factors to a successful Professional Year strategy is for firms to look beyond the 12-month horizon and how a candidate can develop at the firm ...
Financial planning
Prescriptive Professional Year requirements are hampering the advice industry in a time of declining adviser numbers, say two industry associations....
Expert Analysis
The professional year offers new entrants a bridge between academic theory of the post-Hayne landscape and the real world of service, writes Anne Palmer. ...
Financial planning
Over a quarter of paraplanners would be open to becoming financial advisers, creating an opportunity for them to consider the professional year as hundreds exit the indus...
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MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...