ADVISERS

Financial planning

Wealth Data has revealed a “disappointing” double-digit loss in advisers to start February after a positive January....

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Financial planning

CFS may be investing millions in adviser technology but the firm believes digital solutions will act as enabler rather than a replacement for in-person financial advice. ...

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Financial planning

There were over 350 new entrants who came on board during 2022, according to Wealth Data, as the industry seeks to grow to counter the adviser exodus. ...

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Financial planning

Sequoia has detailed multiple “abnormal items” which have led to the firm cautioning on its short-term performance and considering consolidating its AFS licenses. ...

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Funds management

The ASX-listed investment and superannuation platform has recorded a 13.6% decline in its net inflows over its latest reporting period. ...

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Financial planning

Adviser losses have dramatically slowed this year compared to the start of 2022 when there was a net loss of more than 1,700 advisers. ...

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Financial planning

As the year winds up, Money Management looks at the financial advisers that faced charges by the corporate regulator in the second half of 2022. ...

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Financial planning

There is cause for “cautious optimism” about the adviser landscape in 2023, according to Adviser Ratings....

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Financial planning

Sequoia Financial Group is hopeful that it will be able to “stem the bleeding” in adviser numbers with acquisitions as licensee revenue rises 15.2%....

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Financial planning

There has been a slowdown in the growth of provisional advisers this week following several weeks of double-digit growth, according to data from Wealth Data....

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People & Products

Hejaz Financial Services has launched its own financial advisers to service Muslim clients and those seeking ultra-ethical products....

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Financial planning

There are four possible scenarios for the adviser exit pathway to take going forward, according to Rainmaker Information, ranging from an outcome of zero advisers to 12,0...

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Financial planning

BT has shared the top queries asked by advisers in the most recent quarter, including downsizer contributions into super and tax-free retirement income streams....

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Financial planning

In the financial year to date, there has been a net gain of 130 advisers compared to growth of zero at the same time last year....

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Financial planning

Centrepoint Alliance has ended the 2022 financial year with 517 licensed advisers with an additional 175 advisers coming from the acquisition in ClearView and a further 2...

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MARKET INSIGHTS

James Patterson

How much did IRESS pay Deloitte for this analysis? Not sure they are the arbiter of intelligent forecasting in this spac...

18 hours ago
Howard Elton

Article makes no comment that the advisers leaving industry are older and have many years of work an life experience w...

2 days ago
Peter Robinson

This article appears to overlook the fact that there must be a fairly large group of advisers who missed out on the expe...

2 days ago

ASIC has secured travel restraint orders against a financial adviser while he is the subject of an investigation into alleged financial misconduct....

4 days 19 hours ago

Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....

2 weeks 2 days ago

Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....

1 week 1 day ago