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High-performing advice firms in Australia have a strong client conversion rate, according to Dimensional, and work quicker than global peers to onboard them and begin gen...
INDUSTRY NEWS
BT’s technical team has unveiled the top five topics shaping financial adviser conversations for the March quarter, ranging from regulatory changes to taxation issues....
INDUSTRY NEWS
Attempts to simplify advice documentation are unlikely to succeed unless advisers are confident they can produce shorter documents without fear of regulatory penalisation...
INDUSTRY NEWS
Self-licensing specialist My Dealer Services has argued the only way to improve numbers in the financial advice sector is to further slash red tape, which is preventing a...
INDUSTRY NEWS
According to Adviser Ratings, financial advice firms must ensure they think strategically about the use of offshore or third-party operations rather than just consider th...
INDUSTRY NEWS
With only one month to go until the end of the financial year, are current adviser numbers on track to report a gain for 2024–25?...
INDUSTRY NEWS
A record proportion of women have been appointed to ASX 200 boards in the March quarter, according to the latest Financy Women's Index....
INDUSTRY NEWS
Sydney wealth management firm Altus Financial has appointed a head of risk as the business strengthens its provision of risk advice....
INDUSTRY NEWS
A panel of ESG experts are urging advisers to lean on specialists to stay informed in a time of widespread misinformation and consider if they are right adviser to deal w...
INDUSTRY NEWS
The Coalition has announced a new shadow treasurer and minister for financial services, while Jane Hume will exit the shadow ministry....
INDUSTRY NEWS
A subsidiary of Australia’s second-largest advice licensee Count has successfully defended a class action in Federal Court regarding a self-managed superannuation fund....
INDUSTRY NEWS
Investment Trends has found there is a “significant advice gap” in the number of self-managed superannuation funds using a financial adviser, with trustees citing concern...
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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...