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FINANCIAL ADVISER
Financial planning
There is a need for advice businesses to offer flexible service models, with Investment Trends research suggesting over half of potential clients prefer one-off advice to...
Financial planning
The advice industry has broadly welcomed the legislative groundwork surrounding the latest set of financial advice reforms, although they note “the devil’s in the details...
Financial planning
After weeks of fluctuating above and below 15,500, adviser numbers have maintained their hold above the line for three consecutive weeks....
Financial planning
Advisory firm Giles Wade has partnered with US-based Asena Family Office to help it launch an Australian arm offering advice and asset management services. ...
Financial planning
The corporate regulator has banned the former sole director and chief financial officer of Brisbane-based Acquire Strategic Advisers over misleading and deceptive conduc...
Financial planning
Financial planning group Fiducian has seen its adviser numbers rise by 27% in the first half of the financial year thanks to an acquisition and new office openings....
Financial planning
The rewarding nature of financial advice and the value it brings clients is at the heart of the career, says this adviser. ...
Financial planning
HR tech platform Striver has supported business students and young graduates with networking and mentorship opportunities in financial advice for over a decade. ...
Financial planning
Research from Rainmaker Information has revealed the AFSLs that experienced the largest net growth in number of financial advisers last year. ...
Financial planning
Despite over 12,000 financial advisers leaving over the last four years, Adviser Ratings reveals that almost a quarter are thinking of following suit in 2023....
Financial planning
Australians approaching retirement are increasingly interested in using advisers’ services, but it goes beyond just providing financial advice....
Policy & Regulation
Multiple permanent bans to advisers were handed out by the corporate regulator in the last year....
Financial planning
Advisers who have taken a career break or a secondment by the end of 2021 will not be considered a new entrant when they wish to return to their adviser role but will hav...
Financial planning
The corporate regulator’s consultation found that limited advice is too costly to provide and there is a lack of demand for digital advice....
Financial planning
Licensees should not be responsible for individual financial adviser registrations to the corporate regulator as it makes clear these are a statutory obligation and not a...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...