Education
FASEA meets advisers halfway on degrees
The authority has released its final mandate for advisers, with a 240-hour shortcut for non-relevant degree holders among the late changes. Tahn Sharpe writes.
Tahn SharpeJanuary 16, 2019
education
Technology
SoA inconsistency hindering regtech’s effectiveness
The varying perspectives on what compliant documents look like makes it tough for regtech providers to come up with scalable and effective solutions, Red Marker director Matt Symons says.
Tahn SharpeJanuary 14, 2019
Education
SMSF Association doubts advisers can pull off exam/degree double-up
Advisers looking to combine FASEA-mandated exam and degree study may struggle to find all the courses, Peter Hogan says.
Tahn SharpeDecember 18, 2018
Marketing
Client pipelines are built piece by piece
Good lead generation means playing the long game. Regularly producing customer-focused content pays off in customers over time.
Anthony O'BrienNovember 13, 2018
Featured Homepage Posts
Time to stop the diversionary tactics
University degrees won't improve ethics, the suggestion that they will is just a diversion from the real problems the industry faces. Robert M.C. Brown writes.
Robert MC BrownNovember 12, 2018
Featured Homepage Posts
Young and old: FASEA’s great divide
As the FASEA reveal draws nearer, the intentions of advisers and just which groups in the industry will be affected the most are becoming clear.
Simon HoyleNovember 9, 2018
Featured Homepage Posts
Educators plan courses in absence of FASEA guidelines
Universities and other providers are offering programs based on draft proposals, instead of waiting on the new education framework. Tahn Sharpe writes.
Tahn SharpeOctober 9, 2018
The Final Word
The upside of higher learning
Rats' tails, leather jackets, and a new social media strategy can be among the perks of going back to school. Dixon Bainbridge writes.
Dixon BainbridgeAugust 21, 2018