BNY Mellon rolls out ESG training for UK intermediaries
As Blackfinch Asset Management jumps on the band wagon with introduction of retail ESG funds
Education
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Call to boycott Australian financial adviser exam
Calls for ‘practical alternative that is both honest, transparent and filled with integrity’
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Consumer champion unveils free online financial education course
UK needs to ‘redress the balance’ to get more Brits to understand their finances
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Australian advisers call for exam extension
As they turn to country’s Labor party for support
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UK advisers receive highest-level qualification
Professional body hopes the achievements ‘will lead the way to inspire’ future financial planners
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PFS launches financial education website for schools
More than 900 members advisers have signed up to be ambassadors of its pro-bono initiative
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Advisers given extra time to complete qualifications
As FCA allows firms an additional 12 months to let employees sit exams
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CII rejigs schedule for tax, trust and financial planning exams
Ensuring future capacity and access to professional advice ‘has never been more critical’
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Is ‘eco-advice’ the next frontier?
Growing number of clients are demanding ‘greener’ financial planning
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Over 60% of Aussie advisers could retire in 2020
Industry has already experienced an exodus during 2019
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Why young women are choosing financial services careers
‘It used to be the joke, there was never queue at the ladies’ at industry events – but now there is
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Quilter commits to fast track financial adviser course
Firm expects next cohort to start in April