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FINANCIAL ADVISERS
Financial planning
With Australians warming up to the idea of advice since the QOA Review, firms are already seeing ‘overwhelming’ client volumes and need to be prepared to meet that demand...
Financial planning
The investment research portal has been appointed the mandated research provider and would commence a bespoke onboarding program for advisers across the InterPrac dealer ...
Financial planning
Wealth Data’s key adviser movements reported no net change of advisers in the week up to 16 March. ...
Financial planning
A survey of Australian wealth managers has revealed fears around clients making compensation claims after failing to understand their risk suitability, with firms expecti...
Financial planning
ASIC has permanently banned a Sydney-based adviser for changing the result of his financial adviser exam and sending the altered certificate to his licensee....
People & Products
The wealth management group has hired two new advisers, Steven Marino and Dylan Viney, to its expanding private wealth business. ...
Financial planning
Melbourne-based Lino Salzano earned the title of adviser at just 21 years old, and has described the process of how he got there....
Funds management
The investment funds platform has reported an 87% surge in its statutory net profit despite subdued net inflows. ...
Financial planning
Over 230 new entrants have appeared on the Financial Adviser Register since 1 July 2022 with their numbers cited as a key strategy for licensee growth....
Financial planning
The reset of management fees charged to self-employed advisers has seen Insignia Financial (formerly IOOF) lose 118 advisers during the December quarter. ...
Financial planning
The net change in adviser numbers between 23 December and the second week of January was 603, with that number expected to grow further in the weeks ahead....
Financial planning
The financial advice industry is finishing the year with a loss of 2,189 advisers, however the worst is yet to come, according to Wealth Data....
Policy & Regulation
The corporate regulator’s financial advice hub aims to be a single repository to help industry participants more easily find information....
Financial planning
The registration of financial advisers under the Better Advice Act will occur in two stages with the second commencing once the register transitions to the Australian Tax...
Financial planning
Many of the remaining Hayne Royal Commission recommendations will do nothing more than harm and damage ordinary Australian consumers, a member of a parliamentary committe...
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Podcast
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
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,...