ADVISER EXITS

Financial planning

Two advice professionals have discussed why three-quarters of advisers looking to leave the industry in the next 12 months are under 40, and what can be done....

Financial planning

Wealth Data founder Colin Williams believes legislative changes mean there is ‘no excuse’ for further financial adviser declines as the number of new entrants struggle to...

Financial planning

Losses at Count and Diverger, which are set to merge in March, have wiped out the double-digit adviser gains seen last week. ...

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

A Queensland-based financial planning firm is aiming to boost the industry’s longevity with a number of initiatives aimed at attracting younger entrants....

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Financial planning

The rise in financial planners selling their business after the Royal Commission has led to a financial planning consultancy firm to launch an ‘exit strategy’ program....

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Financial planning

IOOF chief executive, Renato Mota, has downplayed the impacts of advisers who have exited....

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Financial planning

New data shows that financial planners are continuing to exit the industry but that the rate at which they are leaving is slower than for the same period last year....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 4 days ago