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ADVISERS

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....

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....

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...

Financial planning

Investor interest in ESG investing is growing but only 20% of investors say their adviser has explained ESG concepts and terms to them....

Financial planning

The number of financial advisers has grown for the third week in a row, bringing the total growth for the financial year to date to 170, according to Wealth Data....

Financial planning

AMP’s chief executive, Alexis George, has reflected on the firm’s response to addressing the mental health concerns of its adviser network following controversial changes...

Financial planning

After losing 126 advisers last week, the advice industry has recorded 117 appointments and 115 losses for a net gain of two advisers this week....

Financial planning

The newly-announced Certified Independent Financial Advisers Association believes it will be better aligned with the interests of independent advisers because it is low c...

Policy & Regulation

The Australian Securities and Investments Commission has released its latest cost recovery implementation statement for 2021/22, providing an estimated levy for financial...

Financial planning

The proposed AFCA user-pays funding model will be introduced from 1 July with a few improvements following industry feedback while the superannuation levy will be abolish...

Financial planning

Half of advisers who have not passed the financial advice exam still intend to stay in the industry with the most-common role as a mentor of new advisers or in a ‘general...

Financial planning

One of the most important factors to a successful Professional Year strategy is for firms to look beyond the 12-month horizon and how a candidate can develop at the firm ...

Financial planning

Clime Investment Management has acquired a Melbourne-based wealth management firm for $7 million after committing to increase its adviser network....

Financial planning

Insignia has lost 31 advisers this week, according to Wealth Data, narrowing the already-small gap between them and AMP Group. ...

Financial planning

Adviser numbers have fallen sharply for the second week in a row, experiencing a net change of -33, largely driven by licensees closing up shop due to having zero adviser...

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MARKET INSIGHTS

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 weeks 5 days ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

3 weeks 5 days ago

So we are now underwriting criminal scams?...

6 months 3 weeks ago

After last month’s surprise hold, the Reserve Bank of Australia has announced its latest interest rate decision....

3 weeks ago

WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial ...

3 weeks 4 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

6 days 15 hours ago