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ADVISERS

Financial planning

There is an expectation that the total number of advisers will drop to 17,200 in January, and thereafter to between 15,000 and 16,000....

Financial planning

Most advisers are either giving superannuation and managed investments product advice but there are 200 advisers on the corporate regulator’s register that should not be ...

Financial planning

A “continued focus on practice sustainability and professional standards” led to IOOF reporting a loss of 65 financial advisers during the first quarter of FY22....

Financial planning

The forecast pass rate for the last two exams only stands at 50% as the majority will be re-sitting, according to Wealth Data....

Financial planning

Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....

Financial planning

Almost all adviser groups experienced adviser losses in 2021 except small self-licensed advisers which has been the “one area of growth”, according to Wealth Data....

Financial planning

TAL has launched additional mental health insights to support licensees and financial advisers to manage their mental health. ...

Financial planning

A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...

Financial planning

Mounting regulation is turning advisers into “admin assistants with Government records” and Government intervention is needed to maintain limited licensees in the industr...

Financial planning

This is the lowest pass rate, beating the previous record of 67%, with only two exam sittings remaining this year....

Financial planning

The acquisition of Paragem and the Financial Adviser Standards and Ethics Authority regime forcing out limited licensees has seen the adviser makeup of Easton Investments...

Financial planning

IOOF is planning to use the next three years to breakeven MLC Wealth and has turned its acquisition focus into an organic growth focus. ...

Financial planning

Sequoia will continue to acquire mid-tier licensee service businesses to provide services to 1,000 advisers by 2025....

Financial planning

New licensees offering holistic advice have seen a net growth of 120 adviser roles since the start of the year and are the fastest-growing type of financial planners, acc...

Financial planning

One-in-four advice firms are using 15 different advice technology tools, presenting an opportunity to consolidate to improve the client digital experience, especially for...

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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