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Financial planning

Financial adviser numbers are up by more than 200 for the financial year, according to Wealth Data, driven by five weeks of back-to-back growth....

Financial planning

Industry bodies have welcomed a government announcement that it will reform the education standards for financial advisers by opening up the number of approved degrees th...

Financial planning

Two financial advice professionals have shared their tips for success when building an effective Professional Year program as more advisers look to bring on junior staff ...

Financial planning

National advice firm Viridian Advisory is encouraging school leavers to consider financial advice as a future career choice, having taken almost 20 individuals through it...

Financial planning

Financial investment advisers have been singled out as a core skill in demand in Australia with the government aiming to attract more skilled migrants to the sector....

Financial planning

Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program....

Financial planning

The third quarter of 2024 saw the first positive increase in adviser numbers for 12 months, according to the latest quarterly Musical Chairs report, with new entrants ove...

Financial planning

Rhombus Advisory and WT Financial Group are among the AFSLs seeing adviser declines this week, as only three new entrants join the profession....

Financial planning

Industry commentators have discussed the benefits of ticking off the ASIC adviser exam and gaining entry-level experience prior to commencing their professional year....

Features

A panel of commentators have emphasised working in a support or administrative role, such as in a call centre, need not be a step backwards and can provide valuable exper...

Financial planning

The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...

Financial planning

While the August financial advice exam saw a lower pass rate of 62 per cent compared with 70 per cent in previous sittings, this expert believes it’s for a positive reaso...

Financial planning

The advice profession lost 15 advisers over the past week, according to Wealth Data, partly due to a lower number of new entrants and advisers transitioning between licen...

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

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....

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 2 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 1 week ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 2 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

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The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

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A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

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