Education
SJP adviser re-evaluation ‘under review’
Refresher for financial advisers not rejected by St James’s Place
UK financial advisers to face ‘re-evaluation’ test
The Financial Conduct Authority has teamed up with the Chartered Insurance Institute
Chinese millennials – an untapped client pool for advisers
Only 44% of Chinese people aged 18-34 have started saving for retirement
Australian advisers told to get registered or face exams
The Australian Securities and Investments Commission (Asic) has told financial advisers they must get registered under the country’s new professional standards reforms, or else they will have to sit an exam.
Australian financial advisers face ‘provisional’ year
New financial advisers in Australia could soon be known as “provisional financial advisers” and be required to undergo 12 months of practical, on-the-job training.