ADVISER NUMBERS

Top 100

Money Management’s 2021 TOP Financial Planning Groups survey has confirmed that the number of financial advisers operating under the umbrellas of the largest groups has d...

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Financial planning

The roadblocks that have been put onto the advice industry will not affect the big end of town accessing advice, only the ones that need advice the most, according to Con...

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Financial planning

Opening the November exam to all advisers and the conditional September 2022 extension could drastically improve how many advisers are on the Financial Adviser Register a...

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Financial planning

Economics will eventually solve the adviser supply issue but not before the industry is recognised as a profession with the lag between people wanting to become advisers ...

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Outsider

While Outsider has been closely watching the daily numbers of COVID-19 cases spreading across the east coast, he finds it very confusing and struggles to figure out what ...

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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

Maintaining education and professional development requirements will make it hard for women to stay in the industry if they need to take time off to start a family, accor...

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Features

Advice practices need to put more work into their culture, career structures and salaries if they want to attract and retain what little supply there is of current and fu...

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Financial planning

The current forecast still assumes the number of advisers will fall and plateau to 15,000 but this may take longer than initially predicted thanks to recent exam relief m...

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Financial planning

This week accounting-based advisers dominated adviser losses as many did not want to pay additional levies by the corporate regulator, and AMP FP regain its top spot as l...

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Financial planning

The next 12 months will see more clients being orphaned as advisers struggle to justify certain clients under the ongoing fee arrangements, according to Lifespan. ...

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Financial planning

The end of the financial year will see a greater loss in adviser numbers than usual from advisers wanting to avoid the next round of the ASIC levy....

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Features

Oksana Patron writes how recent acquisitions position former mid-tier financial planning groups higher up the ranks in terms of financial adviser numbers....

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Financial planning

Gains in adviser numbers, counting year-to-date, are still lower than the losses at the licensee level, according to analysis from HFS Consulting....

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Financial planning

Countplus’ net profit after tax has grown to $5.95 million for the 2020 financial year thanks to the firm’s deliberate operational focus and a discipline approach. ...

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