NEW ENTRANTS
Financial planning
Two industry professionals have shared the vital role of graduate programs in attracting new entrants into the financial advice profession before they leave university....
Financial planning
There are signs the financial advice industry is stabilising as Q3 2023 demonstrated the second-lowest number of exits in five years, according to Adviser Ratings’ quarte...
Financial planning
There have now been four consecutive weeks of double-digit rises in the number of new entrants joining the financial advice industry, according to Wealth Data. ...
Financial planning
Following a 73 per cent pass rate in the August financial adviser exam, the highest since ASIC took over its administration, a high number of new entrants have joined the...
Financial planning
A clause in the experience pathway legislation passed yesterday could improve the prescriptive rules imposed on new entrants and translate to more flexibility in the cour...
Financial planning
A recruiter’s overview of adviser demand for Q3 2023 indicates limited roles for graduates with the industry pivoting more to re-adopt the associate adviser role....
Financial planning
Money Management has collated five key takeaways from the Wealth Data weekly adviser movements over the last 12 months including the biggest month for departures and stat...
Financial planning
The number of ceased advisers has risen by 73 advisers since the start of June and further losses are expecting in the run-up to the end of financial year....
People & Products
With over 20 events to take place across Australia, the newly launched program aimed to attract and develop the next generation of financial advisers. ...
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....
Editorial
A lack of participation by Australia’s largest universities is complicating the pathway for new entrants, according to leading financial advice organisations. ...
Financial planning
There have been 355 new entrants to the financial advice industry so far this year, a number equivalent to the third-largest licensee. ...
Financial planning
The Financial Adviser Standards and Ethics Authority has passed a key milestone, opening up adviser exam registration and sitting dates along with a curriculum guide and ...
Financial planning
The Financial Adviser Standards and Ethics Authority has sought to put flesh on the bones of its new regime by releasing the relevant provider degrees, qualifications and...
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MARKET INSIGHTS
Podcast
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...