Two financial advisers have identified the “magic number” of advisers within a practice to achieve maximum efficiency and greater work/life balance....
Licensee WT Financial Group has shared its indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial....
Former federal MP Julia Banks insists that all women can use their personal power to advocate for a more inclusive workplace and support other women....
With the exit of over 1,000 advisers from AMP, questions have been asked as to how this will affect assets on the North platform. ...
As the number of new entrants to the industry passes 100 for FY25, ASIC reports that firms are finding it a positive experience and has highlighted three areas to improve...
More than 100 new entrants have joined the financial advice profession so far in FY25, according to Wealth Data analysis, while AMP’s exit from advice will create a licen...
Wrap platform Expand has announced it has doubled the number of separately managed accounts available for advisers, with five new investment managers added....
The Principals’ Community has enhanced its value proposition by partnering with SuperConcepts, enabling its self-licensed advice practices to utilise the SMSF software....
AMP chief executive Alexis George has detailed to Money Management how its exit from advice will change the industry, allow greater scale for advisers and a new role for ...
AMP has announced it has concluded a 12-month process assessing alternative advice models and will be selling its advice licensees and self-licensed offering....
Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provide...
With advice firms reporting challenges around staff retention and hiring, half of employees say they are willing to change careers in the next 12 months and pay isn’t alw...
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...