Almost half of advised investors expect technology to become so advanced that they will no longer use a financial adviser by 2030, according to a global report by LSEG....
As YTD financial adviser growth approaches parity with 2023, Wealth Data’s Colin Williams is optimistic that adviser losses will be less severe than 2024 due to increasin...
Employers should not panic if remuneration budgets are too stretched to offer salary bumps, according to two recruiters, as staff say they are also attracted to a greater...
AZ NGA subsidiary Nestworth, which recently acquired the financial advice business of Australian Unity, has appointed a former senior Insignia executive as CEO. ...
ASIC has flagged the 2022 case of RI Advice as an example of the need for cybersecurity measures within a financial services firm as chair Joe Longo warns a cyber attack ...
Colonial First State has reached $1 billion in funds under administration on its Edge platform, having launched last August. ...
A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....
ASIC has issued information for AFS licensees clarifying what they need to do if their adviser wishes to access the experience pathway....
Insights from Ensombl has ranked practice management as the most frequently discussed topic among financial advisers as many move away from a licensee to set up their own...
Vital Business Partner has launched a new coaching solution to assist financial advisers and business owners looking to grow their practices and drive efficiencies. ...
ASIC chair Joe Longo has told a Senate select committee that it has been running two pilot AI programs, including one to read public submissions....
The decision to scale up a small advice practice can be a difficult judgement call. Money Management speaks with two advisers on whether the potential gains outweigh the ...
Well done Keith and Neil, these Canberra Bureaucrats need to be stopped. ...
WHEN I RETIRED A LOT OF GUY'S WERE STILL PRACTICING FORMS OF COLD CALLING. There nothing wrong with it as a way of estab...
I thought you joined a dealer to be protected and have a better version of regulation explained, BUT The dealers themsel...