wilsons advisory

Financial planning

‘The PY is just the beginning’: Ensuring successful adviser retention

With candidate retention a concern after a professional year, two large licensees have shared how they are structuring their programs to successfully ensure candidates ar...

Financial planning

Gender imbalance in advice hindering intergenerational wealth transfer

While Australia prepares for the $3.5 trillion intergenerational wealth transfer, two female advisers have discussed why women may be detracted from seeking advice and th...

People & Products

Easton appoints head of GPS Wealth

Tara Ross has been appointed to head up GPS Wealth as Easton looks to take its wealth solutions division into its next period of growth. ...

People & Products

Wilsons expands adviser capabilities

Financial advisory firm, Wilsons, has appointed two senior advisers to its private wealth business....

Policy & Regulation

Wilsons Advisory cops $35,000 penalty

Wilsons Advisory and Stockbroking Limited has been fined $35,000 for infringing the Australian Securities and Investments Commission’s Market Integrity Rules. ...