POWERED BY MOMENTUM MEDIA
COLIN WILLIAMS
Financial planning
Wealth Data’s Colin Williams expects financial advice licensees recommencing to be a common trend throughout this year, as nine licensees have restarted over the past fou...
Financial planning
Wealth Data’s Colin Williams and the Financial Services Council’s CEO Blake Briggs are among industry commentators who have shared their insights into the impact of the H...
Financial planning
The number of advisers who have joined since the start of the year has risen to 24, according to Wealth Data....
Financial planning
Adviser numbers are off to a good start for 2024 with double-digit gains for the first two weeks of the year, according to Wealth Data....
Financial planning
Money Management reviews the total number of financial advisers active with appointments or resignations throughout November, as Wealth Data reports another 75 changing l...
Financial planning
Macquarie Group’s releasing of nine financial advisers has driven double-digit losses for the industry this week, Wealth Data finds. ...
People & Products
The tripartite deal between Fortnum and AZ Next Generation Advisory, announced earlier this week, to acquire the financial advice arm of Australian Unity is a “reasonable...
Financial planning
Six new financial advice licensees have begun operations in the past week and zero ceased, Wealth Data reveals, with more than 100 licensee owners commencing in 2023 alon...
Financial planning
The number of advisers who have left the industry since the start of the year has reached triple figures, with 11 advisers leaving this week. ...
Financial planning
After growth of more than 30 last week thanks to record advice exam results, the financial advice profession has once again backtracked with double-digit losses, Wealth D...
Financial planning
Following a loss of 23 advisers over the last two weeks, the licensee’s current adviser numbers sit at just 20 compared to more than 120 in 2019, Wealth Data reports....
Financial planning
There are 300 more micro-AFSLs this year than in 2019, but the majority of advisers still work at large licensees with more than 100 advisers. ...
Financial planning
Almost half of the advisers who have departed this year have been in the industry for less than 10 years while older advisers are pinning their hopes on the experience pa...
Financial planning
The licensee has lost 92 advisers since the start of the calendar year, according to Wealth Data, including 12 in the past week....
Financial planning
AMP has fallen to less than 900, according to Wealth Data, some 10 months after dropping below the 1,000 milestone....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...