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FINANCIAL ADVISERS
Financial planning
With the advice industry experiencing a loss of advisers, holding a solid client book is no longer a requirement as many firms may already have existing clients but lack ...
Financial planning
As financial advice firms grapple with adviser retention and larger workloads, this coaching firm founder believes leadership programs are integral to support up-and-comi...
Financial planning
Reflecting on GFM Wealth Advisory’s gold anniversary this year, managing partner Paul Nicol shares his insights on what it takes to be a trusted business serving clients ...
Financial planning
A Brisbane financial adviser has been banned by ASIC after recommending his clients roll their superannuation into SMSFs and borrow to invest in residential property. ...
Financial planning
In questioning whether financial advice is “too complex” for the average Australian, Sarah Abood has reiterated the importance of digital tools to address accessibility c...
Financial planning
With Australians warming up to the idea of advice since the QOA Review, firms are already seeing ‘overwhelming’ client volumes and need to be prepared to meet that demand...
Financial planning
The investment research portal has been appointed the mandated research provider and would commence a bespoke onboarding program for advisers across the InterPrac dealer ...
Financial planning
Wealth Data’s key adviser movements reported no net change of advisers in the week up to 16 March. ...
Financial planning
A survey of Australian wealth managers has revealed fears around clients making compensation claims after failing to understand their risk suitability, with firms expecti...
Financial planning
ASIC has permanently banned a Sydney-based adviser for changing the result of his financial adviser exam and sending the altered certificate to his licensee....
People & Products
The wealth management group has hired two new advisers, Steven Marino and Dylan Viney, to its expanding private wealth business. ...
Financial planning
Melbourne-based Lino Salzano earned the title of adviser at just 21 years old, and has described the process of how he got there....
Funds management
The investment funds platform has reported an 87% surge in its statutory net profit despite subdued net inflows. ...
Financial planning
Over 230 new entrants have appeared on the Financial Adviser Register since 1 July 2022 with their numbers cited as a key strategy for licensee growth....
Financial planning
The reset of management fees charged to self-employed advisers has seen Insignia Financial (formerly IOOF) lose 118 advisers during the December quarter. ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...