POWERED BY MOMENTUM MEDIA
ADVISERS
Financial planning
A “continued focus on practice sustainability and professional standards” led to IOOF reporting a loss of 65 financial advisers during the first quarter of FY22....
Financial planning
The forecast pass rate for the last two exams only stands at 50% as the majority will be re-sitting, according to Wealth Data....
Financial planning
Financial advisers need to incorporate drivers of satisfaction into the advice process and portfolio construction decisions, according to a study....
Financial planning
Almost all adviser groups experienced adviser losses in 2021 except small self-licensed advisers which has been the “one area of growth”, according to Wealth Data....
Financial planning
TAL has launched additional mental health insights to support licensees and financial advisers to manage their mental health. ...
Financial planning
A report from the corporate regulator and Deloitte found platforms and research houses created barriers to entry, and managed accounts structures could potentially create...
Financial planning
Mounting regulation is turning advisers into “admin assistants with Government records” and Government intervention is needed to maintain limited licensees in the industr...
Financial planning
This is the lowest pass rate, beating the previous record of 67%, with only two exam sittings remaining this year....
Financial planning
The acquisition of Paragem and the Financial Adviser Standards and Ethics Authority regime forcing out limited licensees has seen the adviser makeup of Easton Investments...
Financial planning
IOOF is planning to use the next three years to breakeven MLC Wealth and has turned its acquisition focus into an organic growth focus. ...
Financial planning
Sequoia will continue to acquire mid-tier licensee service businesses to provide services to 1,000 advisers by 2025....
Financial planning
New licensees offering holistic advice have seen a net growth of 120 adviser roles since the start of the year and are the fastest-growing type of financial planners, acc...
Financial planning
One-in-four advice firms are using 15 different advice technology tools, presenting an opportunity to consolidate to improve the client digital experience, especially for...
Financial planning
The Financial Adviser Standard and Ethics Authority has revealed how many current advisers have passed it exam, but a broader context is required to analyse exact numbers...
Financial planning
Increased advice demand and a predicted post-COVID upswing are reasons advisers should aim to attain the highest education qualifications possible, according to Kaplan. ...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...