The introduction of new education, professional and ethical standards has been painful for many advisers. The process has been protracted, disruptive and costly. But even if the implementation has been […]
Advisers in relatively large advice practices and advisers with between five and 10 years of experience appear to be finding the cost and time impost of sitting the FASEA exam […]
The introduction of new education, professional and ethical standards for financial advisers has proven to be both costly and disruptive for financial advices and advice businesses. But new research by […]
At an altitude of almost 8800 metres, and just 50 metres below the summit of Mt Everest, there was a small but technically challenging section which came to be known […]
On January 1 last year the financial advice industry entered a new era when the first of a set of new education, professional and ethical standards came into force. Between […]
The financial planning industry routinely makes sense for its clients out of complex, convoluted and arcane taxation, social security and superannuation legislation. Adopting a new, industry-wide code of ethics for […]
The financial advice education, professional and ethical standards program overseen by the Financial Adviser Standards and Ethics Authority (FASEA) not have been universally popular, but it was the best thought-out […]
Financial advice in Australia has a poor reputation. The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services industry caused trust in the sector to plummet, but even […]
Matthew Rowe has talked the talk, and now he’s limbering up to walk the walk. At stake might be nothing less than the future of the financial advice profession itself. […]
The biggest changes financial advisers face in the next few years don’t stem from new education standards or the industry-wide exam and are not due to the introduction of new […]
Licensee growth in a time of shrinking adviser numbers 
Licensees’ attention turns to data in the quest for advice practice efficiency 
ASIC’s guide to being good 
CoreData 2021 Licensee of the Year Awards – winners announced 
All will be revealed: CoreData’s 2021 Licensees of the Year 
Every quarter for the past 18 years, CoreData has collected information on Australia’s high-net-worth investors and their intentions and mapped them against the investment intentions of our mass affluent. For […]
It’s common knowledge that the number of financial advisers in Australia has been in decline since the end of 2018. A combination of natural attrition and regulatory change driving out […]
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