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 […]
The wide and varying experience of advisers sitting the industry exam 
It’s time to be bold and tell the success stories of financial advice 
Continued losses in life insurance putting consumer value at risk 
The value of a licensee: Have your say 
When it comes to licensees, is smaller better? 
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 […]
There’s probably never been a more important time for financial advisers to truly believe that their chosen licensee is a genuine partner to them in running their business and servicing […]
There’s probably never been a more important time for financial advisers to truly believe that their chosen licensee is a genuine partner to them in running their business and servicing […]
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