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Advice firms should be targeting as much as $700,000 per annum per adviser in ongoing advice fees as clients could be willing to pay higher advice fees than advisers are ...
INDUSTRY NEWS
A clause in the experience pathway legislation passed yesterday could improve the prescriptive rules imposed on new entrants and translate to more flexibility in the cour...
INDUSTRY NEWS
The experience pathway’s passage through Parliament has been welcomed by the industry as a way to prevent further adviser exodus....
INDUSTRY NEWS
Self-licensed advisers are most likely to have seen their profit margins increase over the past 12 months, according to research by Investment Trends, as fees increase fo...
INDUSTRY NEWS
Count has welcomed a Melbourne-based advice practice to its network, with a focus on the technology efficiencies provided by the licensee. ...
INDUSTRY NEWS
The experience pathway has passed in Parliament today, three months after being introduced....
INDUSTRY NEWS
ASIC has been rapped for ignoring multiple tip-offs about the $180 million Courtenay House Ponzi scheme, waiting four years to take regulatory action. ...
INDUSTRY NEWS
The firm’s licensee services business was a “standout” despite weaker results in FY23, says CEO Garry Crole, with attracting existing advisers a key focus in this financi...
INDUSTRY NEWS
Looking at changes in adviser numbers since H2 2021 in terms of appointments and resignations, research reveals just two licensee groups report a net positive change....
INDUSTRY NEWS
The financial advice dealer group is in the process of liquidation and deregistration, Sequoia has confirmed, as the parent company seeks to achieve operational and cost ...
INDUSTRY NEWS
In a shifting landscape that includes limited advice models and a growing number of micro-AFSLs, business development managers face new challenges in connecting with advi...
INDUSTRY NEWS
With 101 net new advisers and a 17 per cent rise in adjusted segment revenue to $18.1 million, Count Limited has reported a strong performance from its wealth segment in ...
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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...