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Financial planning
Financial services firm Fiducian has added two new franchisees to its national advice network, one based in Victoria and the other in Northern Territory. ...
Financial planning
Tighter legislation is being urged around anti-hawking laws to prevent ‘dodgy advisers’ from scamming consumers to switch superannuation funds. ...
Financial planning
Licensees are being urged to be more flexible with their compliance obligations as advisers say they have lost sight of how the rules actually work....
Financial planning
With financial advice firms exploring 4-day work weeks, 65 per cent of employees say they would be happy to work extended hours over four days with the finding transcendi...
Financial planning
Ahead of a public hearing this week, the government has commenced a consultation on draft regulations to support the implementation of the first tranche of Quality of Adv...
Financial planning
The investment appetite for private markets climbs higher as 70 per cent of advisers say they plan to raise clients’ allocations to the asset class and adviser education ...
Financial planning
The Compensation Scheme of Last Resort has made its first payouts to victims since launching in April, with three claimants having been the victims of poor financial advi...
Financial planning
Two industry professionals have shared lessons for self-licensed firms amid the debate over scaling up a financial advice business....
Financial planning
Count has appointed Leah Hitchings in a newly created role of group head of brand and experience as the licensee looks to grow market share....
Financial planning
Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...
People & Products
Financial advice software provider DASH has partnered with HealthyMe Digital to launch a new solution for advisers and clients providing health and wellbeing content....
Financial planning
Three advisers share their experience and guidance when stepping up from an associate role to a provisional financial adviser, including the responsibility of managing th...
Financial planning
Newly launched advice business Freshwater Wealth is doubling down on its growth strategy as it looks to scale up its adviser footprint and Sydney client base....
Expert Analysis
The symbiotic relationship between financial advisers and ETFs has "never been clearer" as a rising number of advisers look to use them with clients rather than finding t...
Financial planning
Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers....
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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...