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FINANCIAL ADVISERS
Financial planning
Financial advisers who actively engage with their clients’ wealth transfer to their children are seeing greater client satisfaction and higher retention rates, Australian...
Financial planning
A new survey has found that less than a quarter of paraplanners hope to become a financial adviser, placing a hurdle in the way of boosting adviser numbers....
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....
Funds management
The interest rate environment of ‘higher for longer’ is prompting financial advisers to increase their weightings to fixed income and cash....
Financial planning
Fund manager DMX Asset Management is backing three different financial advice licensees in its Australian Equities fund as it expects an easing of industry headwinds will...
Financial planning
Sequoia has announced plans to boost growth by acquiring sub-scale licensees, noting only 2 per cent of AFSLs have more than 100 advisers....
Financial planning
The ASIC funding levy for 2022-23 has been reduced from its original estimates, after criticism that the increase to $3,217 per adviser was too high....
Financial planning
The number of advisers who have left the industry since the start of the year has reached triple figures, with 11 advisers leaving this week. ...
People & Products
A new digital platform has launched, which connects financial advisers with clients needing urgent support about matters such as divorce and adoption, as well as other pr...
Financial planning
Almost 3,000 advice practices have closed their doors in the past five years, but there is a “renewed purpose and direction” for those who remain, says Adviser Ratings....
People & Products
The Financial Advice Association of Australia has appointed two Sydney-based advisers and one Gold Coast-based adviser to its board, effective 20 November 2023. ...
Financial planning
Financial investment advisers have been identified as a job experiencing a national skills shortage while a Treasury report has found migrant advisers are among the least...
Financial planning
A Queensland financial adviser has detailed how the latest ASIC levy increase has caused him to double the ongoing advice fee for his clients to meet the cost....
Financial planning
With the industry currently sitting at some 15,679 advisers, Wealth Data has crunched the numbers to find the business model witnessing the most departures in the calenda...
Financial planning
After seeing dwindling numbers of advisers and losing a Federal court case regarding an unpaid AFCA determination, NextGen Financial Group is to be wound up....
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Podcast
By having trustees supervise client directed payments from their pension funds, Stephen Jones and the federal Labor gove...
Now we now the size of Stephen Jones' CSOLR tax, I doubt anyone will be employer any new financial adviser from this poi...
Amazing ! Between the beginning of licencing Feb 2002 and 2008 this was a very good stable industry.Then the do-gooders...