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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....
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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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...