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TAL reflects on the success of its PY programs

TAL’s three Professional Year initiatives successfully encouraged new entrants into the financial advice industry throughout 2023, including 16 candidates completing their PY through its PY Manager program. ....

Spy Community , Community Network , Frisk Academy , Professional Year , Beau Riley , Financial Planners , Advisers Code , Australian Business ,

SMSFA unhappy about accountants' exclusion from advice

The SMSF Association has issued an open letter to its members stating it has strong reservations about some key aspects of the government’s proposed QAR reforms. Peter Burgess, SMSF CEO, stated in t ....

Financial Planners , Advisers Code , Distribution Obligations ,

TAL Risk Academy announces new ethics training module

TAL will deliver a learning program focused on the Code of Ethics that will count towards advisers’ CPD requirements, as part of its ‘Ethics Month’. ....

David Glen , Frisk Academy , Tal Risk Academy , Financial Planners , Advisers Code , Ethics Month , Professional Year , Kaplan Professional ,

ALRC should prioritise advice regulations: FPA

The Financial Planning Association of Australia (FPA) has said the Australian Law Reform Commission (ALRC) should prioritise advice regulations in its ongoing review of financial services law. ....

Sarah Abood , Financial Planning Association Of Australia , Australian Law Reform Commission , Financial Planning Association , Legislative Framework , Advice Review , Corporations Act , Financial Planners , Advisers Code ,