ADVISER MOVEMENT

Financial planning

With an increase of 25 advisers since the start of the year, Wealth Data has identified the licensee seeing the largest organic adviser growth. ...

Financial planning

Following a loss of 23 advisers over the last two weeks, the licensee’s current adviser numbers sit at just 20 compared to more than 120 in 2019, Wealth Data reports....

Financial planning

Going into the end of the financial year, adviser movements remain disappointing with a large loss of 46 advisers for the week, according to Wealth Data....

Financial planning

With recent data finding female advisers represent just 23% of total advisers, Wealth Data has revealed which advice models attract the most women. ...

Financial planning

The adviser market seemed to be stabilising for the first time in many years, with no new licensees commencing or closing in the week to 2 March. ...

Financial planning

The latest data from the Australian Securities and Investments Commissions’ Financial Adviser Register has shown that the total net loss of adviser roles of 2,433 for the...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 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 3 weeks ago

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

4 months 3 weeks ago

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

1 week ago

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

1 week 5 days ago

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

2 weeks 3 days ago