Financial planning organisations - what do you think?
The major organisations representing Australian financial planners have had a busy three years dealing with issues ranging from the Future of Financial Advice through to Stronger Super.
Money Management is seeking readers' views on these organisations and appreciates your time in completing the accompanying survey.
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Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
Wealth Data has examined which advice business model has seen the most growth since the start of the year including those that offer holistic advice.
Research conducted by Elixir Consulting and Lonsec has quantified the efficiency gains of using managed accounts in financial advice practices in hours per week saved.
With only one-quarter of advice practices actively seeking feedback from clients, the Financial Advice Association Australia has emphasised why this is a critical tool for client retention.