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Call to embrace career changers entering advice - Vimarsana News

Call to embrace career changers entering advice

The financial advice profession should be embracing career changers and mature students, according to two commentators, as well as targeting those new graduates.

Coastal Advice Group acquisitions bring FUM to $1bn - Vimarsana News

Coastal Advice Group acquisitions bring FUM to $1bn

The NSW advice firm has acquired two advisory practices in Adelaide and one in Port Macquarie, representing its ambitious growth plans to expand across Australia.

How personal events can lead to ethical breaches for advisers - Vimarsana News

How personal events can lead to ethical breaches for advisers

Sleeping with a Professional Year candidate and borrowing money from clients are examples of real-life ethical breaches by financial advisers, according to a compliance expert, while a divorce may also be classed as a notifiable event.

Advice exam has a role, but more flexibility needed: FAAA - Vimarsana News

Advice exam has a role, but more flexibility needed: FAAA

There is room for more flexibility in the financial advice exam, according to FAAA chief executive Sarah Abood, and the organisation is advocating for this to be improved to prevent delays for new entrants.

Will expat advisers be able to cure the industry shortage? - Vimarsana News

Will expat advisers be able to cure the industry shortage?

With financial advisers on the government’s skills shortage list this year, could an influx of advisers coming from overseas help to bolster these numbers and how difficult is the transition?