KRIS MARTIN

Financial planning

Employing younger advisers can provide a pathway for succession planning as well as help firms fill gaps left by older advisers exiting the industry....

image
Financial planning

Contrary to wider adviser sentiment, one adviser has high hopes for the industry’s future and believes the next few years will only get better....

image
Financial planning

A Queensland-based financial planning firm is aiming to boost the industry’s longevity with a number of initiatives aimed at attracting younger entrants....

image
sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 2 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

4 days 18 hours ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 2 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks ago