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ADVISERS

Financial planning

When it comes to ESG investments, clients can become overwhelmed with information and expect their adviser to be on top of it....

People & Products

Vanguard has made several leadership changes to its distribution team including a head of financial adviser services....

Financial planning

In response to an uptick in adviser questions about the Federal Budget, BT’s technical team have provided explanations for five of their most common queries....

Financial planning

The overall drop in adviser numbers this week was driven by AMP Group which saw one of its practices moving to Fitzpatricks although 27 licensees saw gains. ...

People & Products

Advisory business Frontier has hired Megan Mulia as its head of strategy, responsible for corporate strategy and driving growth for the firm as it sets its sight on Asian...

Financial planning

This week saw another decline in adviser numbers, driven by AMP and Insignia, with fewer advisers switching to new licensees. ...

Financial planning

The ability to access free online information about financial services law should be a priority for the Government before any reform of the Corporations Act, the Financia...

Policy & Regulation

Financial advisers are being asked for feedback by the regulator on the Financial Services and Credit Panel....

Financial planning

After two more optimistic weeks, the total number of advisers fell again this week to 17,282, according to Wealth Data....

Financial planning

Former bank-licensed advisers have opted to move to privately-owned licensees, with a preference for boutiques, according to Adviser Ratings....

Financial planning

The number of advisers slipped by a further 319 in a single week, bringing the overall number to 17,282 and in line with the forecast, according to Wealth Data, but provi...

Accounting

Having completed their educational qualifications, those advisers who remain in the industry are reporting being “run off their feet” with new clients....

Financial planning

The Compensation Scheme of Last Resort needs to include managed investment schemes, funeral insurance policies and debt management firms for the Government to fulfil its ...

Financial planning

The reset of management fees charged to self-employed advisers has seen Insignia Financial (formerly IOOF) lose 118 advisers during the December quarter. ...

Financial planning

While adviser numbers continued to decrease this week, it was at a slower pace than anticipated as many licensees are yet to report their data to the corporate regulator....

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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