FINANCIAL ADVISERS
Financial planning
The wealth management platform has completed its acquisition of 100 per cent of Xeppo, a data management and analytics tool, to create greater workflow efficiencies for f...
Financial planning
Providing well developed professional year programs and offering flexible working arrangements are two key drivers leading to higher retention of new advice entrants, two...
Financial planning
Hoxton Capital Management has rebranded its business to have a greater focus on wealth management and technology....
Financial planning
The Financial Advice Association Australia has addressed “pretty disturbing” instances where its financial adviser members have allegedly experienced “bullying” by produc...
Financial planning
The number of new entrants in the financial advice profession who have since departed this year has seen an improvement from the amount that left in 2023....
Financial planning
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
As financial advisers balance competing business priorities, Business Health identifies four methods to foster strong client relationships....
Financial planning
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
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
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
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
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
Two financial advisers have identified the “magic number” of advisers within a practice to achieve maximum efficiency and greater work/life balance....
Funds management
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
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...
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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...