Education standards could reduce specialists

29-Mar-2017|By Sarah Kendell

The incoming professional standards reforms for advisers were likely to lead to a lack of specialisation in the industry, with many planners having to put aside further qualifications in areas such as accounting, mortgage broking and estate plann.. Read More

TPB warns on transitional registration


Financial planners had just three months left to apply for transitional registration with the Tax Practitioners Board (TPB), which would allow them an additional three years to complete the educational requirements f.. Read More

Fixed income next smart beta frontier


The application of smart beta strategies to fixed income investing would be a key trend in Australia’s exchange-traded product industry in the coming years as the sector continued to mature, according to State .. Read More

Introductions make for optimum referrals


Introductions were the best way for financial advisers to attract ideal clients to their businesses and could be coupled with other methods to implement a wider referral strategy, according to SRS Coaching and Consul.. Read More

Goals-based advice must focus on client


A goals-based approach to advice should focus on an individual’s circumstances rather than their gender if it was to have a tangible impact on lifting investment outcomes for the end client, according to Practi.. Read More

Financial burdens troubling Australians


Stagnant wage growth and rising living costs were contributing to increased financial stress among Australian consumers, highlighting the value an adviser could provide, according to Mortgage Choice. The firm&rs.. Read More

Sentry awards recognise adviser excellence


Financial services licensee Sentry Group has recognised the top-performing financial advisers and practices within its national network at its 2016 Excellence Awards. Sentry chief executive and chairman Murray H.. Read More

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