Financial Services Partners

Financial planning

Advisers exiting, licensees closing down

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

GWM and IOOF keep losing advisers

GWM Adviser Services topped the list in terms of the biggest net losses for adviser roles this week after another 12 were slashed, according to data from HFS Consulting....

Top 100

The rules have changed

The last 12 months caught the financial planning industry in the middle of a transition and struggling to figure out what the new rules of the game will be in a still-evo...

Financial planning

How IOOF leveraged its ‘self-employed advice model’

IOOF appears to have contained the fall-out from an end to grandfathering and threats to life/risk commissions because of its ‘self-employed advice model’....

Financial planning

Changed landscape as banks exit wealth

The financial planning landscape is facing a tectonic shift as the major banks look to exit their wealth management business, something underlined in Money Management’s l...