adviser

Financial planning

How much should an adviser be earning in your state?

A national recruitment report has revealed the average salaries for a financial planner in each state and how much they can expect to see in payrise when they progress to...

Financial planning

Is client relationship more important than performance?

An adviser’s relationship with their client trumps investment performance, according to an industry panel, and too many advisers are hanging their value proposition on fi...

Financial planning

Former Perth adviser pleads guilty to dishonest conduct

A former financial adviser has pleaded guilty to providing a financial service on behalf of a person who carries on a financial services business while unauthorised to do...

Financial planning

Quarter of advisers to leave industry in next five years

Some 25% of financial advisers think they will be leaving the industry during the coming five years, research by Investment Trends finds....

Financial planning

Jailed adviser sees AFS licence suspended

A financial adviser jailed for importing and smuggling cocaine has had the Australian financial services licence of his Alice Springs-based firm suspended....

Financial planning

Two financial planning member organisations to merge

The Authorised Representatives Association will merge with The Advisers Association on 1 July, 2022, after its members voted to close the 40-year old association....

Financial planning

How many advisers would benefit from experience pathway?

Research by Wealth Data has revealed the total number of advisers who have enough experience to qualify for the proposed experience pathway if it is enacted....

Financial planning

Support needed to encourage advice firms to hire

While 2022 is showing the continuation of a surge of new advisers, it is not enough to offset those leaving the industry, according to Wealth Data....

Financial planning

Push for employed paraplanners to become advisers

Over a quarter of paraplanners would be open to becoming financial advisers, creating an opportunity for them to consider the professional year as hundreds exit the indus...

Financial planning

AAT varies ASIC ban of former ANZ adviser

The tribunal noted that the adviser has suffered with loss of employment and was the sole breadwinner as a single mother, and thus should have a reduced penalty....

Financial planning

Expert calls for suicide research into advice industry

A leading suicide and mental health expert from Griffith University has urged the advice industry to undertake research into the effect that regulatory change may have ha...

Financial planning

Accounting firms driven to drop planners

The burden of the Financial Adviser Standards and Ethics Authority’s requirements combined with the high costs imposed by the Australian Securities and Investments Commis...