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