PAUL CULLEN

Financial planning

Economics will eventually solve the adviser supply issue but not before the industry is recognised as a profession with the lag between people wanting to become advisers ...

Features

Running a financial advice practice has never been harder, Jassmyn Goh writes, and advisers must find efficiencies and restructure their revenue sources to deliver their ...

Financial planning

Giving once-off advice is still costly for advisers to provide and will not solve the pricing issue which has come out of the rising cost of advice....

Financial planning

More licensee groups offering different licences for part-time advisers might help retain talent, especially those who want to balance work/family commitments, including ...

Financial planning

Centrepoint Alliance has lost most of the adviser roles it expects to lose and it expects only a small cohort to drop-off at the end of the year....

People & Products

Charles Smith, former MLC Wealth business growth manager, has been appointed national recruitment manager....

People & Products

Centrepoint Alliance has hired two senior executives in the roles of group executive advice and group executive advice services and solutions....

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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 week 2 days ago

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

1 month ago

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

1 month 1 week ago

AMP has settled on two court proceedings: one class action which affected superannuation members and a second regarding insurer policies. ...

2 days 13 hours ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 5 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 5 days ago
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