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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