education

On Practice

The head and heart of the internet-gen client

Financial planners looking for ways to tap into the Millennial generation client opportunity need an unpatronising approach to wealth planning and providing sound financial advice based on fundamental education.

Jessica SierFebruary 28, 2019

Professional Standards

Leverage existing trust, it’s the best place to start

The confidence hit that the advice industry has taken in the last year may not be as bad as it seems, considering the residual trust clients still have in their advisers.

Ray McHaleFebruary 13, 2019

Education

CFP review delayed, not immediate focus

The FPA is weighing up how it can reshape the CFP designation after being blindsided by FASEA, but the review the association announced in December is on hold, for now.

Tahn SharpeJanuary 31, 2019

Opinion

Accountants’ carve-out request reveals profession’s wounds

It’s eminently reasonable to require qualified professional accountants who offer financial planning services to undertake additional training in ethics and other relevant studies. Submissions to the contrary highlight just how much the profession is missing the point.

Robert MC BrownJanuary 24, 2019

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

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