ADVISER EXITS

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....

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Financial planning

The rise in financial planners selling their business after the Royal Commission has led to a financial planning consultancy firm to launch an ‘exit strategy’ program....

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Financial planning

IOOF chief executive, Renato Mota, has downplayed the impacts of advisers who have exited....

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Financial planning

New data shows that financial planners are continuing to exit the industry but that the rate at which they are leaving is slower than for the same period last year....

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MARKET INSIGHTS

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

6 days 13 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

6 days 14 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago