professionalisation

Financial planning

Financial adviser respondents to an ongoing Money Management survey say that while they back most of the objectives of the Financial Adviser Standards and Ethics Authorit...

Financial planning

Kaplan, not unis the major FASEA winner

Money Management’s survey of adviser intentions on the new Financial Adviser Standards and Ethics Authority regime has revealed Kaplan rather than the universities as the...

Financial planning

FASEA exam acknowledged as a culling mechanism

The Association of Financial Advisers has acknowledged that the financial adviser exam will likely act as a culling mechanism for inadequate advisers but has urged that t...

Financial planning

Are adviser soft skills as important as academic qualifications?

New research has suggested that when it comes to keeping clients happy, adviser soft skills are every bit as important as possession of a university degree for financial ...

Life/Risk

Call for more mandatory training in life/risk

Life risk industry veteran, Michael Molesworth, has warned that underwriters and claims assessors need to be subject to more stringent education requirements or risk comm...

Policy & Regulation

Advisers must remember to register before FASEA takes effect

Authorised advisers need to make sure they’re on ASIC’s Financial Advisers Register by the end of the year, before new professional standards take effect, or risk being t...

Financial planning

FSU calls for professionalisation for all

The Finance Sector Union has called for the current move to professionalisation to be extended beyond just planners, but has warned that there are issues with an industry...

Financial planning

Has FASEA undermined the limited licensing regime?

The approach adopted by the Financial Adviser Standards and Ethics Authority may have served to undermine accountants utilising the limited licensing regime, according to...

Financial planning

Planners seeking to move beyond FASEA

Many financial planning practice owners are seeking to move ahead of knowing the final shape of the new Financial Adviser Standards and Ethics Authority regime, according...

Editorial

Dealing with the reality of a post-FASEA world

Even allowing for an injection of pragmatism the essential elements of the Financial Adviser Standards and Ethics Authority regime will remain unchanged and planners will...

Financial planning

Universities worried by FASEA’s reforms

Aussie universities have been left in the dark as the Financial Advisers Standards and Ethics Authority takes its time to roll out its proposed reforms....

Financial planning

FPA seek CPD role within FASEA regime

The Financial Planning Association is arguing that third-party professional associations such as itself should be integral to the new continuing professional development ...

Financial planning

DFP to remain qualification of choice

The Diploma of Financial Planning will continue to be the qualification of choice for many, according to Mentor Education Group....

Financial planning

FASEA urged to align adviser CPD with TPB

The Association of Financial Advisers has urged the Financial Adviser Standards and Ethics Authority not to impose extreme CPD requirements on advisers but, rather, align...

Financial planning

Planner hours should be billable during Professional Year

The Association of Financial Advisers has urged that planners doing their Professional Year should be allowed to generate revenue for the planning practices overseeing th...