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July 21, 2022
Advisers struggling with the adviser exam should focus on exam technique rather than technical knowledge, a former national manager of the FASEA exam tells candidates preparing for the next exam.
July 19, 2022
Almost as many candidates will sit the next adviser exam as the first two ASIC exams combined. However, that total falls short of the number eligible for the extension meaning a few hundred advisers will not take advantage of the reprieve.
July 18, 2022
Most advisers on ASIC’s Financial Adviser Register have some form of tertiary education but less than one-in-five have a FASEA approved qualification according to research from Wealth Data. The disparity will likely change over the next five years, but that is dependent on financial services minister Stephen Jones’ experience pathway.
July 11, 2022
The new financial year has shown very strong growth of 129 advisers, new data has revealed. According to Wealth Data, the new financial year has kicked off with an appointment spike in the advice in
July 8, 2022
After losing 126 advisers last week, the advice industry has recorded 117 appointments and 115 losses for a net gain of two advisers this week.
June 28, 2022
Self-managed superannuation fund establishments have reached a three-year high, according to Investment Trends, with the percentage of advisers assisting in establishment rising to 65%.
June 28, 2022
Self-managed superannuation fund establishments have reached a three-year high, according to Investment Trends, with the percentage of advisers assisting in establishment rising to 65%.
June 27, 2022
New research has revealed that net assets per advisers held in self-managed superannuation funds have doubled since 2019. Net assets per adviser have more than doubled from $22.55 million in the first
June 27, 2022
New research has revealed that net assets per advisers held in self-managed superannuation funds have doubled since 2019. Net assets per adviser have more than doubled from $22.55 million in the first
June 24, 2022
Net assets per adviser in self-managed superannuation funds have more than doubled since 2019 as the adviser exodus means remaining firms are taking on more clients.