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Financial planning
The investment platform has released a suite of improvements for its users, designed to enhance adviser efficiency and optimise client engagement....
Financial planning
Wealth Data founder Colin Williams believes legislative changes mean there is ‘no excuse’ for further financial adviser declines as the number of new entrants struggle to...
Financial planning
Despite concerns about 2024 being a weaker year for adviser growth, the net gains for the financial year to date are exactly in line with the same time last year, althoug...
Financial planning
A rising number of financial advisers – known as insourcers – are opting to take the investment selection process upon themselves, says Investment Trends’ Irene Guiamatsi...
Financial planning
While technology plays a vital role in efficient financial advice firms, it remains just one piece of the wider puzzle in driving overall productivity, writes Business He...
Financial planning
Newly merged advice firm Forbes Fava Saville Financial Planning has appointed a former Insignia practice development manager to the general manager of operations role....
Financial planning
With the previous financial year behind us, Wealth Data has unveiled the top 10 financial advice licensees in terms of adviser gains and declines over the 12-month period...
Financial planning
Financial adviser numbers have gained headway this week, Wealth Data reports, marking a departure from six consecutive weeks of losses. ...
Financial planning
Insignia Financial has unveiled a new operating model and executive team, including a new head of advice, while three senior executives are set to depart the licensee....
Financial planning
Details have been shared regarding the failures in an adviser’s non-compliant statements of advice which led to a three-year ban as well as how improvements in his behavi...
Financial planning
Investment Trends has uncovered the annual average technology spend of financial advice firms and how advisers are adopting artificial intelligence in their everyday proc...
Financial planning
ASIC has permanently banned a former Western Australia-based financial adviser after he falsified his adviser exam certificate....
Financial planning
Three months since Godfrey Pembroke officially exited Insignia Financial’s institutional AFSL, Money Management speaks with CEO Mark Fisher on his path to becoming an adv...
Financial planning
With the financial advisers register no longer distinguishing those who have used the experienced pathway to provide advice, how will this affect consumers and employers?...
Financial planning
The 2024 calendar year is now expected to report bigger losses than 2023, despite a strong start, as the last two weeks of June have seen heavy triple-digit adviser losse...
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So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...