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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....

Financial planning

Industry bodies have welcomed a government announcement that it will reform the education standards for financial advisers by opening up the number of approved degrees th...

Financial planning

Two financial advice professionals have shared their tips for success when building an effective Professional Year program as more advisers look to bring on junior staff ...

Financial planning

National advice firm Viridian Advisory is encouraging school leavers to consider financial advice as a future career choice, having taken almost 20 individuals through it...

Financial planning

Financial investment advisers have been singled out as a core skill in demand in Australia with the government aiming to attract more skilled migrants to the sector....

Financial planning

Viridian Advisory’s Brett Arnol has detailed how the firm’s partnership with CFS is fostering the next generation of advisers through its Professional Year program....

Financial planning

The third quarter of 2024 saw the first positive increase in adviser numbers for 12 months, according to the latest quarterly Musical Chairs report, with new entrants ove...

Financial planning

Rhombus Advisory and WT Financial Group are among the AFSLs seeing adviser declines this week, as only three new entrants join the profession....

Financial planning

Industry commentators have discussed the benefits of ticking off the ASIC adviser exam and gaining entry-level experience prior to commencing their professional year....

Features

A panel of commentators have emphasised working in a support or administrative role, such as in a call centre, need not be a step backwards and can provide valuable exper...

Financial planning

The two firms have announced a new online development program to support career changers, advice support staff and university graduates in joining the financial advice pr...

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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 2 weeks ago

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

3 days 19 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