ADVISER EXITS
Financial planning
Adviser exits have reported their biggest loss since June this week, according to Padua Wealth Data, kicking off what is set to be a difficult December for the industry. ...
Financial planning
Ahead of the 1 January 2026 education deadline for advisers, ASIC has issued its ‘final warning’ to the industry, reporting that more than 2,300 relevant providers could ...
Financial planning
The exit of as many as 1,600 advisers as a result of the education requirements will fundamentally redefine adviser capacity, Padua Wealth Data says, and leave clients fa...
Financial planning
The FAAA is hopeful the education and experience pathway deadline will be the “last big thing” that could cause an adviser exodus but concern now turns to advisers moving...
Financial planning
With many advisers preparing to retire or sell up, business advisory firm Business Health believes advisers need to take a proactive approach to informing their clients o...
Financial planning
With a large group of advisers expecting to exit before the 2026 education deadline, an industry expert shares how these practices can best prepare themselves for sale to...
Financial planning
As the 1 January 2026 education deadline looms, the FAAA is predicting as many as 1,000 advisers could exit the profession, triggering a significant experience loss for t...
Financial planning
One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also se...
Financial planning
Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year. ...
Financial planning
Adviser losses for the end of June have come in 143 per cent higher than the same period last year, and bring the total June loss to over 350. ...
Financial planning
Two advice professionals have discussed why three-quarters of advisers looking to leave the industry in the next 12 months are under 40, and what can be done....
Financial planning
Wealth Data founder Colin Williams believes legislative changes mean there is ‘no excuse’ for further financial adviser declines as the number of new entrants struggle to...
Financial planning
Losses at Count and Diverger, which are set to merge in March, have wiped out the double-digit adviser gains seen last week. ...
Financial planning
Money Management has collated five key takeaways from the Wealth Data weekly adviser movements over the last 12 months including the biggest month for departures and stat...
Financial planning
A Queensland-based financial planning firm is aiming to boost the industry’s longevity with a number of initiatives aimed at attracting younger entrants....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...