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FINANCIAL PLANNERS
Financial planning
Money Management’s sister title ifa has announced 36 winners for the 11th annual ifa Excellence Awards 2024 at a ceremony in Sydney....
Financial planning
Adviser numbers have stabilised this week at 17,249 with all new licensees that were launched belonging to the financial planning peer group. ...
Financial planning
Gordon-based former financial adviser, Ezzat-Daniel Nesseim, has pleaded guilty to five criminal offences which included dishonest conduct and using fabricated evidence....
Financial planning
IOOF Group has posted one of the heaviest losses of advisers with a departure of more than 400 since the start of the year....
Financial planning
Financial planners at super fund-based advice have seen the highest percentage of those who have passed the Financial Adviser Standards and Ethics Authority exams. ...
Financial planning
The number of advisers has slightly stabilised after a couple of busy weeks at the end of the financial year, with numbers looking more optimistic in the coming weeks, ac...
Financial planning
The decrease in adviser roles number this week was almost twice as many as the loss of actual advisers at 100 and 53, respectively, due to double authorisations, accordin...
Financial planning
Accountants with a limited authority have constituted one of the largest groups of those who might choose to opt out of being a financial adviser in the future and hand b...
Financial planning
Over 60% of advisers who exited the Financial Adviser Registered during July 2019 and December 2020 had less than 10 years of experience, according to the Financial Advis...
Financial planning
This has been another week dominated by large licensees leading the rankings in terms of declining adviser roles, with MLC Group having reported a loss of 17 ahead of AMP...
Financial planning
Another eight licensees chose to close this week, which translated into a loss of 15 adviser roles, while the number of actual advisers continued to drop to 22,201. ...
Financial planning
More than 200 adviser roles have been lost year to date compared to 761 lost roles in the first quarter of 2020, according to HFS Consulting’s analysis. ...
Financial planning
The challenge for financial advisers is understanding their client’s advice needs and what they can afford. ...
Financial planning
Despite a slow start to the year, at least seven licensees reported net gains of two new adviser roles this week on top of 18 licensees who managed to add one new adviser...
Financial planning
Over 2,170 roles were shed during the first six months of the year, and AMP Financial Planning saw the largest departure of 315 roles, according to data. ...
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Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
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....