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

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....

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

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

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

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

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...

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

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

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...

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...

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...

Increased advice demand and a predicted post-COVID upswing are reasons advisers should aim to attain the highest education qualifications possible, according to Kaplan. ...

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...