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FINANCIAL ADVICE
Financial planning
Financial advice practices with high profit margins charge annual client fees of $7,700 and keep their operational costs low, says Investment Trends’ Irene Guiamatsia....
Financial planning
After an adviser received a warning from the FSCP about their Record of Advice usage, when is the correct time for it to be used with clients?...
Financial planning
With small financial advice firms vulnerable to key person risk, there can be a tangible monetary cost to a practice’s value if the owner dies suddenly. ...
Financial planning
Unexpected bills and a lack of cultural alignment are among M&A challenges two directors have faced, and the experiences have taught them that advice practices shouldn’t ...
Financial planning
The Financial Services and Credit Panel has made its first determination in over three months with the relevant provider pulled up on their statements of advice....
Financial planning
Financial advice licensee Fiducian has shared its FY24 results, reporting consistent net inflows of $281 million from its adviser network....
Financial planning
AZ NGA’s Paul Barrett unpacks why the firm is the right home for 16 AMP-aligned advice practices and how its M&A history will facilitate the long-term growth ambitions of...
Financial planning
WT Financial managing director Keith Cullen believes it is “halcyon days ahead” for financial advice as it completes a four-year period of M&A activity, with the licensee...
Financial planning
JANA Investment Advisers has announced it will deliver tailored managed account services to a self-licensed advice firm in Melbourne to meet its diverse client needs....
Financial planning
A Melbourne financial advice firm has been put into liquidation by the Federal Court, and an appeal against its AFSL cancellation has been dismissed....
Financial planning
Two financial advisers have identified the “magic number” of advisers within a practice to achieve maximum efficiency and greater work/life balance....
Features
Once the AMP advice sale to Entireti is completed, the size of the combined licensees will be almost double that of the second-largest licensee Count, and the deal is bei...
Financial planning
With the exit of over 1,000 advisers from AMP, questions have been asked as to how this will affect assets on the North platform. ...
Financial planning
Two financial advice professionals examine the cost-effectiveness of running your own AFSL, and whether the upfront and ongoing expenses are worth the benefits it provide...
Financial planning
An artificial intelligence service designed to optimise the financial planning documentation process has been launched by a former financial adviser....
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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...