One of the fundamental roles of a financial adviser is to understand the needs and objectives of each client and provide strategy and product advice recommendations that ...
Vanguard research has revealed that Australians who seek advice and have a clear retirement plan have the highest levels of confidence about their future....
As the industry awaits government action on Michelle Levy’s recommendations, one big question looms: Why are so few Australians getting financial advice?...
In its 2023 Landscape report, data agency Adviser Ratings has examined what you can expect from the average financial adviser and their practice in Australia....
The latest annual Adviser Ratings Landscape report has revealed state-wide statistics and which ones are coming out on top by increasing their clients and their funds und...
As financial goals evolve with market volatility, ensuring adequate income is no longer the number one priority for investors, according to EY Global Wealth Management Re...
Long delays encountered by candidates sitting the financial adviser exam online are the result of “users’ system issues”, according to ASIC....
Whilst having technical knowledge is crucial, this adviser suggests that being an emotional rock to clients should be the top priority....
There are still over 3,000 financial advisers on the Financial Advisers Register (FAR) who are without a degree and expect to rely on the experience pathway to continue t...
With over 20 events to take place across Australia, the newly launched program aimed to attract and develop the next generation of financial advisers. ...
New research has found that women want to support and be supported by other women when it comes to their finances, emphasising the importance of diversity in financial ad...
AMP has updated shareholders on its portfolio simplification program, stating negative short-term profit impacts from strategic decisions around banks and platforms will ...
There has been a net gain of 15 advisers joining the industry this week, including nine new entrants following their exam pass. ...
With more Professional Year candidates passing their financial adviser exam this week, an associate adviser has shared why graduates shouldn’t rush to become advisers and...
The rise in interest rates is having a knock-on effect on financial advice M&A activity as buyers are finding themselves approved for financing that is up to 30% lower th...
So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...
This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...
So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...