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FINANCIAL PLANNING
INDUSTRY NEWS
With a growing number of advisers now running their own business, they need to pivot their career identity to being a business owner rather than just as a financial advis...
INDUSTRY NEWS
Zenith Investment Partners has launched a range of new managed account portfolios over the past quarter, including on Insignia Financial’s Expand platform....
INDUSTRY NEWS
The financial services technology firm has officially launched its digital advice and education solution for superannuation funds and other industry players....
INDUSTRY NEWS
VBP consultant Sue Viskovic has warned advisers thinking of going self-licensed that they need to act “from a business head, not an adviser head” when it comes to scaling...
INDUSTRY NEWS
An inquiry is due to probe the collapse of Dixon Advisory and its impact on the Compensation Scheme of Last Resort....
INDUSTRY NEWS
A report has highlighted a growing appetite among high-net-worth individuals for private market investments, creating a significant opportunity for advisers....
INDUSTRY NEWS
The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...
INDUSTRY NEWS
The industry has regained the majority of losses seen in the previous week, with one licensee seeing a gain of six new advisers. ...
INDUSTRY NEWS
A recent financial advice market update has identified three factors that are holding businesses back from achieving their full potential, while a business consultant has...
INDUSTRY NEWS
Research from CoreData has seen trust levels in financial planners return to pre-royal commission levels, as this CEO underscores the impact of strong optimism in the adv...
INDUSTRY NEWS
While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reaso...
INDUSTRY NEWS
With the FY24 reporting season behind us, five major financial advice licensees are looking to achieve growth either through inorganic activity or internal expansion....
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MARKET INSIGHTS
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Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...