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Financial planning
With the financial advisers register no longer distinguishing those who have used the experienced pathway to provide advice, how will this affect consumers and employers?...
Financial planning
The 2024 calendar year is now expected to report bigger losses than 2023, despite a strong start, as the last two weeks of June have seen heavy triple-digit adviser losse...
Financial planning
With financial advice leaders often wearing too many hats in the business, two consulting professionals underscore the value of letting go and empowering staff to drive g...
Financial planning
ASIC says spot checks have “identified errors and inconsistencies” on the Financial Advisers Register and urged AFSLs to assess the accuracy of their records....
Financial planning
As the 2023–24 financial year comes to a close, Money Management reviews the financial advisers who fell under the regulator’s enforcement spotlight....
Financial planning
The Responsible Investment Association Australasia has announced an upcoming adviser-focused course to launch next month about ESG integration in advice firms....
Financial planning
Data from Adviser Ratings’ upcoming Advice Landscape Report has painted a picture of the average advice practice in 2024, including the profit margins and revenue of top-...
Financial planning
As financial advisers seek out practice management support, the purpose of BDMs has shifted beyond just selling investment products to providing invaluable guidance to ad...
Financial planning
Multiple financial services organisations, including the FSC and FAAA, are calling for better handling of financial abuse, with financial advisers being “uniquely positio...
Financial planning
Financial advisers are encountering problems when it comes to navigating the technicalities of superannuation decumulation, according to BT, as well as how to best plan f...
Financial planning
There are six critical factors that high-performing financial advice businesses have in common, new data from VBP-backed Elixir Consulting highlights....
Financial planning
JBWere Australia CEO, Maria Lykouras, and a female financial adviser have underscored how advice practices can better service female clients from communication and trust ...
Financial planning
The latest edition of the Hays annual salary report has broken down the expected average salary for a variety of senior and junior financial planning roles for the upcomi...
Financial planning
Just two financial advice licensees have commenced operations and seven ceased over the past two weeks, while total adviser numbers slip below 15,600 yet again....
Financial planning
As clients exhibit their willingness to “test the waters” with their wealth providers, an EY leader underscores why client retention is vital for financial advice firms ...
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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...