Education

Time to stop the financial literacy lip-service

Financial literacy has in many cases become a hollow promise which has been perpetuated by marketing departments of institutions and it’s time for education providers to lift their game.

Robert MC BrownMarch 25, 2019

Education

HNW clients think just like us: UK academic

Herman Brodie is conducting a study on whether the big five personality traits are as common in wealthy people as they are to the rest of us. He hopes – and suspects – the answer is yes.

Tahn SharpeFebruary 11, 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

Education

ClearView enlists freewheeling academic

The major licensee has reacted to adviser requests for client engagement tools by recruiting an expert from Griffith University who specialises in systematising adviser/client relationships.

Tahn SharpeJanuary 23, 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

Education

Advice fee models will change

Ongoing fee arrangements, asset-based fees and incentive structures are set to be shaken up based on the findings of the Hayne royal commission.

Claire Wivell PlaterJanuary 16, 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

Education

FASEA ‘open-minded’ about changing proposals

The chief executive of the authority said he would remain open to amending its standards summary and appreciated the feedback, despite the “occasionally misinformed poets” in the discussion.

Tahn SharpeNovember 23, 2018

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Education

Education

Time to stop the financial literacy lip-service

Education

HNW clients think just like us: UK academic

Education

CFP review delayed, not immediate focus

Education

ClearView enlists freewheeling academic

Education

FASEA meets advisers halfway on degrees

Education

Advice fee models will change

Education

SMSF Association doubts advisers can pull off exam/degree double-up

Education

FASEA ‘open-minded’ about changing proposals

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