financial advisers

Financial planning

Sequoia’s Crole expectant of higher income from new advisers

Expected income from advisers who joined Sequoia in FY24 is three times higher than those who departed, while the shareholder dispute has caused a “positive shake-up” in ...

Financial planning

Have client relationships fallen on the back burner?

As financial advisers balance competing business priorities, Business Health identifies four methods to foster strong client relationships....

Financial planning

‘Like herding cats’: How can M&A go wrong?

Unexpected bills and a lack of cultural alignment are among M&A challenges two directors have faced, and the experiences have taught them that advice practices shouldn’t ...

Financial planning

The licensees that led Q2 adviser growth

Adviser Ratings’ quarterly data has uncovered the top 10 financial advice licensees for growth and losses in the second quarter of the 2024 calendar year....

Financial planning

How has adviser sentiment changed over the past decade?

Back in 2014, the proportion of optimistic advisers sat at 55 per cent, but how has the past decade and the fallout from the Hayne royal commission changed things?...

Financial planning

BT and Preqin respond to adviser demand for private markets

Wealth management platform BT and alternative markets data provider Preqin have teamed up to provide financial advisers with greater education and transparency on private...

Financial planning

Has FSCP gone AWOL?

There have not been any determinations by ASIC’s Financial Services and Credit Panel for the last three months compared to nine bannings by the corporate regulator over t...

Financial planning

The ‘magic number’ in advice practices

Two financial advisers have identified the “magic number” of advisers within a practice to achieve maximum efficiency and greater work/life balance....

Funds management

T. Rowe Price focuses on global equity funds for advisers

US fund manager T. Rowe Price says it is committed to Australia despite closing its Australian equities strategy with a focus on global equity funds for the intermediary ...

Financial planning

New advice entrants surpass 100 in FYTD

More than 100 new entrants have joined the financial advice profession so far in FY25, according to Wealth Data analysis, while AMP’s exit from advice will create a licen...

Financial planning

Freshwater Wealth cements adviser pipeline with 2 hires

The Sydney-based financial advice practice has appointed two new partners to meet rising client demand, particularly driven by the influx of intergenerational wealth tran...

Financial planning

Younger advisers more likely to depart industry

Of those financial advisers indicating they are looking to leave the industry, three-quarters are advisers aged under 40 which is presenting a problem for future growth....

Financial planning

‘This isn’t dating, it’s a marriage’: Choosing the right investment provider

For financial advisers looking to outsource their investment decision-making, selecting the right investment provider means prioritising cultural alignment and scalabilit...

Features

The 7 megatrends set to transform the advice ecosystem

A new report has unearthed seven key megatrends that financial advisers need to prepare for to stay ahead of the game and not be left behind by peers....

Financial planning

Bridging the value gap for prospective clients

Given the clear divergence between the cost of financial advice and clients’ willingness to pay, two experts explore how advisers can transform the way they convey value ...