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Financial planning
Licensee switching may be on the rise, but AFSLs are still finding ways to make the process difficult with small licensees identified as the biggest culprits. ...
Financial planning
Adviser numbers have continued the winning streak for the 2025–26 financial year with the seventh consecutive week in the green, buoyed by a steady flow of new entrants....
Features
Stakeholders in the professional year discussion underscore the challenges in the current pipeline and what is holding back licensees from taking on new candidates....
Financial planning
One advice licensee has been identified as a leader in gains for the new financial year, having gained 16 advisers over the last four weeks, while two others have also se...
Financial planning
Adviser losses look to be slowing down after the EOFY, with FY26 adviser gains now almost balancing out the losses from the previous financial year. ...
Financial planning
Akumin has added a Victorian advice practice to its network, signalling a “focus on recruitment and growth” including by supporting single-adviser practices....
Financial planning
Self-licensing specialist My Dealer Services has argued the only way to improve numbers in the financial advice sector is to further slash red tape, which is preventing a...
Financial planning
There have been strong numbers of returning advisers this year so far, according to Wealth Data, already surpassing the same period for 2024....
Financial planning
Amid the current financial adviser shortage, advice firm Link Wealth is looking to expand its financial literacy program for high school students across the country....
Financial planning
The financial advice industry has enjoyed another week of strong new entrant numbers, totalling nearly 40 for the past fortnight, thanks to the latest exam passes....
Financial planning
The positive results of the latest financial adviser exam have helped the advice profession reach 15,600 yet again, according to Wealth Data analysis....
Financial planning
With just over three weeks until the federal election, the FAAA has put a reduction in red tape and further support for new entrants on its priority list for an incoming ...
Financial planning
As adviser numbers struggle to keep pace with growing demand, Ord Minnett and Morgan Stanley believe large wealth firms like themselves have a major role to play in attra...
Financial planning
With new entrant numbers up 90 for the calendar YTD, Wealth Data has revealed the top licensee owners that have onboarded new advisers....
Financial planning
Financial adviser numbers are up by more than 200 for the financial year, according to Wealth Data, driven by five weeks of back-to-back growth....
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Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...