FINANCIAL ADVISERS
Funds management
Research from Adviser Ratings reveals investors are increasingly prioritising long-term financial stability over ESG investment as the cost of living bites, a contrast to...
Financial planning
A majority of financial advisers believe additional assistance is crucial when communicating geopolitical tensions to clients, an advisory firm has uncovered....
Financial planning
Financial advisers who actively engage with their clients’ wealth transfer to their children are seeing greater client satisfaction and higher retention rates, Australian...
Financial planning
A new survey has found that less than a quarter of paraplanners hope to become a financial adviser, placing a hurdle in the way of boosting adviser numbers....
Financial planning
Two industry professionals have shared the vital role of graduate programs in attracting new entrants into the financial advice profession before they leave university....
Funds management
The interest rate environment of ‘higher for longer’ is prompting financial advisers to increase their weightings to fixed income and cash....
Financial planning
Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will...
Financial planning
Sequoia has announced plans to boost growth by acquiring sub-scale licensees, noting only 2 per cent of AFSLs have more than 100 advisers....
Financial planning
The ASIC funding levy for 2022-23 has been reduced from its original estimates, after criticism that the increase to $3,217 per adviser was too high....
Financial planning
The number of advisers who have left the industry since the start of the year has reached triple figures, with 11 advisers leaving this week. ...
People & Products
A new digital platform has launched, which connects financial advisers with clients needing urgent support about matters such as divorce and adoption, as well as other pr...
Financial planning
Almost 3,000 advice practices have closed their doors in the past five years, but there is a “renewed purpose and direction” for those who remain, says Adviser Ratings....
People & Products
The Financial Advice Association of Australia has appointed two Sydney-based advisers and one Gold Coast-based adviser to its board, effective 20 November 2023. ...
Financial planning
Financial investment advisers have been identified as a job experiencing a national skills shortage while a Treasury report has found migrant advisers are among the least...
Financial planning
A Queensland financial adviser has detailed how the latest ASIC levy increase has caused him to double the ongoing advice fee for his clients to meet the cost....
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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...