Melbourne-based Lino Salzano earned the title of adviser at just 21 years old, and has described the process of how ...
A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional ...
One of the most important factors to a successful Professional Year strategy is for firms to look beyond the 12-month ...
Prescriptive Professional Year requirements are hampering the advice industry in a time of declining adviser numbers, say two industry associations.
The professional year offers new entrants a bridge between academic theory of the post-Hayne landscape and the real world of ...
Over a quarter of paraplanners would be open to becoming financial advisers, creating an opportunity for them to consider the ...
A financial adviser has suggested a practical training school for soon-to-be advisers would relieve some of the professional year burden ...
Despite declining adviser numbers and rising demand for advice, professional year advisers are not attractive hires for advisory firms due ...
Recognising the existing skills of provisional financial advisers is a good way for both businesses and candidates to get the ...
In financial markets, excitement drives headlines. Equity markets rise, fall, and recover — creating stories that capture attention. Yet sustainable...
Winner of Executive of the Year – Funds Management 2025After years at Goldman Sachs and Credit Suisse, Jonathan Belz founded...
Cryptocurrency liquidity has become a cornerstone of sophisticated wealth management strategies, with real-time settlement capabilities revolutionizing traditional investment approaches. The...
In this episode of Relative Return, host Laura Dew chats with Roy Keenan, co-head of fixed income at Yarra Capital...
