FINANCIAL ADVICE
Expert Analysis
One of the fundamental roles of a financial adviser is to understand the needs and objectives of each client and provide strategy and product advice recommendations that ...
Financial planning
Vanguard research has revealed that Australians who seek advice and have a clear retirement plan have the highest levels of confidence about their future....
Editorial
As the industry awaits government action on Michelle Levy’s recommendations, one big question looms: Why are so few Australians getting financial advice?...
Financial planning
In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia....
Financial planning
The latest annual Adviser Ratings Landscape report has revealed state-wide statistics and which ones are coming out on top by increasing their clients and their funds und...
Financial planning
As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Re...
Financial planning
Long delays encountered by candidates sitting the financial adviser exam online are the result of “users’ system issues”, according to ASIC....
Financial planning
Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority....
Financial planning
There are still over 3,000 financial advisers on the Financial Advisers Register (FAR) who are without a degree and expect to rely on the experience pathway to continue t...
People & Products
With over 20 events to take place across Australia, the newly launched program aimed to attract and develop the next generation of financial advisers. ...
Financial planning
New research has found that women want to support and be supported by other women when it comes to their finances, emphasising the importance of diversity in financial ad...
Financial planning
AMP has updated shareholders on its portfolio simplification program, stating negative short-term profit impacts from strategic decisions around banks and platforms will ...
Financial planning
There has been a net gain of 15 advisers joining the industry this week, including nine new entrants following their exam pass. ...
Financial planning
With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and...
Financial planning
The rise in interest rates is having a knock-on effect on financial advice M&A activity as buyers are finding themselves approved for financing that is up to 30% lower th...
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MARKET INSIGHTS
Podcast
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...