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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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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...