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FINANCIAL ADVISERS
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 ...
Funds management
ETF provider VanEck has added four new hires as it seeks to increase its market share with financial advisers. ...
Financial planning
Four financial advice businesses have joined forces to form Esencia Wealth, which has opened its new Sydney office with over 1,000 clients and 10 advisers....
Financial planning
Risk management and compliance system Fourth Line has partnered with insurance broker Numerisk to launch a new PI insurance solution for financial advice practices....
Features
Financial advisers report experiencing trust issues from consumers still distrustful after the Hayne royal commission and in their own staff, but overall trust levels are...
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Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...