FINANCIAL ADVICE
Financial planning
The restructure of Insignia Financial’s advice network into two parts could lead to further adviser attrition than initially forecast if advisers shun the salaried model,...
Financial planning
Only a third of Australians are willing to pay more than $500 for advice, thousands of dollars behind what advisers need to charge just to stay in business....
Financial planning
Financial advice business models focused on holistic and investment advice have grown by just 2 per cent so far this financial year, according to Wealth Data....
Financial planning
Adviser numbers have experienced their largest weekly loss year-to-date this week, doubling that of the previous week....
Financial planning
The number of advisers currently using or planning to use artificial intelligence in their practices has risen substantially to almost three-quarters of firms, according ...
Financial planning
Large AFSLs with more than 100 advisers are seeing the largest losses in both adviser and AFSL numbers as individuals seek a smaller, personal vision in their work....
Financial planning
A global Morgan Stanley report has found 83 per cent of Asia-Pacific individual investors would select a financial adviser based on their sustainable investment offerings...
Financial planning
The financial advice industry has reacted to the appointment of Dr Daniel Mulino as the new Minister for Financial Services, with hopes for improvements in legislation an...
Financial planning
With less than one-third of Australian business owners seeing an adviser, Business Health has detailed how advice practices can successfully target this underserved clien...
Financial planning
The investment and wealth management firm has welcomed four new hires from Bell Potter Securities, strengthening its presence in the Queensland advice market....
Financial planning
Those financial advice practices which are seeing the strongest profitability and revenue growth share four similar characteristics in how they run their businesses. ...
Funds management
Advisers sought to capitalise on market turbulence caused by US President Donald Trump’s tariffs in April, according to AUSIEX, with international ETFs remaining a popula...
Financial planning
Adviser Ratings’ latest financial landscape report finds there is a demographic of advice practices achieving an average revenue of $5 million, with only 3 per cent of pr...
Financial planning
Despite the government agreeing to replace SOAs with CARs, the FAAA and SIAA believe greater streamlining of documentation is needed for the change to have a positive imp...
Financial planning
Advice technology firm GBST has upgraded its WealthConnect platform to meet the evolving needs of advisers....
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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...