ANNE PALMER

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

Contrary to recent arguments that new financial advice entrants can no longer rely on large licensees for recruitment, AMP and Count have detailed their pathways for PY c...

Financial planning

The Financial Advice Association Australia’s Anne Palmer believes new entrants can no longer rely on large advice licensees for recruitment, leaving the obligation to sma...

Financial planning

Two industry professionals have shared the vital role of graduate programs in attracting new entrants into the financial advice profession before they leave university....

Expert Analysis

The professional year offers new entrants a bridge between academic theory of the post-Hayne landscape and the real world of service, writes Anne Palmer. ...

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MARKET INSIGHTS

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

3 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

3 weeks 5 days ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

5 days 19 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

1 day 10 hours ago

A former Brisbane financial adviser has been charged with 26 counts of dishonest conduct regarding a failure to disclose he would receive substantial commission payments ...

4 weeks 1 day ago