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ADVISERS
Financial planning
As the firm enters a new growth phase, Orbis Investments managing director Jason Ciccolallo has said it is looking to strengthen relationships with retail advisers to ali...
Financial planning
Despite having less growth potential than other assets, financial advisers have said cash allocations are providing a sense of comfort for clients, allowing them to ride ...
Financial planning
A team of specialists can provide a better experience for clients, according to Findex, with advisers and accountants urged to have a close relationship. ...
Financial planning
Wealth Data has revealed a “disappointing” double-digit loss in advisers to start February after a positive January....
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. ...
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. ...
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. ...
Funds management
The ASX-listed investment and superannuation platform has recorded a 13.6% decline in its net inflows over its latest reporting period. ...
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. ...
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. ...
Financial planning
There is cause for “cautious optimism” about the adviser landscape in 2023, according to Adviser Ratings....
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%....
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....
People & Products
Hejaz Financial Services has launched its own financial advisers to service Muslim clients and those seeking ultra-ethical products....
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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MARKET INSIGHTS
Podcast
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...
So we are now underwriting criminal scams?...