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FINANCIAL ADVICE
Financial planning
Research has forecast how financial advice landscape demographics could look in 2050, including how many more Australian consumers will need complex advice....
Financial planning
Money Management explores the pros and cons of appointing a younger staff member as your successor, and why financial advisers shouldn’t underestimate their skills. ...
Financial planning
The Financial Services Council has recommended changes to regulatory design as millions more consumers are expected to need advice in the coming years....
Features
With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term succe...
Financial planning
Esencia Wealth says investing in a pipeline of new advisers sits at the “top of our list”, including building clear career pathways to retain new entrants....
Financial planning
The 2023–24 financial year saw over 105,000 financial complaints filed to AFCA, with its chief ombudsman expressing disappointment in the 9 per cent year-on-year rise....
Financial planning
The Sydney-based financial advice practice has appointed two new partners to meet rising client demand, particularly driven by the influx of intergenerational wealth tran...
Financial planning
Financial advisers are finding they are able to increase profits at their practices with fewer clients, according to Investment Trends, allowing them to focus their atten...
Financial planning
Of those financial advisers indicating they are looking to leave the industry, three-quarters are advisers aged under 40 which is presenting a problem for future growth....
Financial planning
Australians aged 18–34 years old are demonstrating a higher degree of trust in social media-sourced advice over professional financial advisers, according to ASFA....
Features
A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....
Financial planning
Financial advice group AZ NGA is reportedly in “exclusive negotiations” with US asset manager Oaktree Capital about the firm coming on board as a possible growth partner....
Financial planning
A NSW-based adviser has been banned from providing financial services for five years for inappropriate advice and the AFSL of his business has been cancelled by ASIC....
Financial planning
Nearly 18 months since Invest Blue adopted its nine-day fortnight structure to support employee wellbeing, the national advice firm has enjoyed positive results across al...
Financial planning
A new report has forecast how adviser numbers would look in five years’ time and the rate of expected annual growth....
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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...