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Financial planning
The Financial Adviser Standard and Ethics Authority has revealed how many current advisers have passed it exam, but a broader context is required to analyse exact numbers...
Financial planning
Increased advice demand and a predicted post-COVID upswing are reasons advisers should aim to attain the highest education qualifications possible, according to Kaplan. ...
Financial planning
Given the ongoing ultra-low numbers of new advisers entering the industry post 2018, adviser losses equate to around 760 advisers each year since, according to Wealth Dat...
Financial planning
The roles of the adviser and licensee may need to be more clearly defined for the individual adviser registration regime to properly function. ...
Financial planning
The number of advisers has slightly stabilised after a couple of busy weeks at the end of the financial year, with numbers looking more optimistic in the coming weeks, ac...
Financial planning
Current environmental, social and governance funds that only screen out negative industries and are heavy on technology have “hamstrung” advisers looking for sustainable ...
Financial planning
Registrations close today for the July exam but sitting next month would give advisers the opportunity to sit again in 2022 if they fail. ...
Financial planning
The decrease in adviser roles number this week was almost twice as many as the loss of actual advisers at 100 and 53, respectively, due to double authorisations, accordin...
Financial planning
The group that just acquired Sentry is looking to continue its expansion to become one of the biggest mid-tier independent financial planning groups by organic growth and...
Financial planning
There are close to 700 advisers who have passed the FASEA exam but are listed as ‘ceased’ by the Australian Securities and Investments Commission, according to data....
Financial planning
Another 10 licensees chose to shut down, a move that represented a loss of a total of 17 adviser roles during a single week, according to HFS Consulting. ...
Financial planning
Another eight licensees chose to close this week, which translated into a loss of 15 adviser roles, while the number of actual advisers continued to drop to 22,201. ...
Financial planning
Advisers on maternity leave, paternity or otherwise looking to work part-time are being offered a flexible fee model by Centrepoint Alliance....
Financial planning
Financial advisers can comfortably continue to provide clients with assistance around life insurance claims handling thanks to greater regulatory clarity provided by the ...
Financial planning
More than 200 adviser roles have been lost year to date compared to 761 lost roles in the first quarter of 2020, according to HFS Consulting’s analysis. ...
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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...