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Financial planning

There are 16 days until Quality of Advice Review deadline this month, so Money Management has crunched the numbers on the current state of the adviser landscape....

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Financial planning

A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....

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Financial planning

One of the most important factors to a successful Professional Year strategy is for firms to look beyond the 12-month horizon and how a candidate can develop at the firm ...

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Financial planning

While 2022 is showing the continuation of a surge of new advisers, it is not enough to offset those leaving the industry, according to Wealth Data....

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Financial planning

A financial adviser has suggested a practical training school for soon-to-be advisers would relieve some of the professional year burden from existing advisers....

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Financial planning

While fresh-faced candidates straight out of their degree will attempt the professional year, the traditional career path of client services and paraplanning first will b...

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Financial planning

While training and supervision is important to develop a new adviser, the professional year compliance requirements are “overboard”, according to a financial adviser....

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Financial planning

Despite 400 new entrants doing their professional year, this number is far below what is required to sustain the industry....

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MARKET INSIGHTS

GG

So shareholders lose a dividend plus have seen the erosion of value. Qantas decides to clawback remuneration from Alan ...

2 months 1 week ago
Denise Baker

This is why I left my last position. There was no interest in giving the client quality time, it was all about bumping ...

2 months 1 week ago
gonski

So the Hayne Royal Commission has left us with this. What a sad day for the financial planning industry. Clearly most ...

2 months 2 weeks ago

A Sydney-based financial adviser has been banned from providing financial services in the interest of consumer protection after failing to act on conduct concerns. ...

3 weeks 6 days ago

Insignia Financial has made four appointments, including three who have joined from TAL, to lead strategy and innovation in its retirement solutions for the MLC brand....

1 day 3 hours ago

ASIC has cancelled the AFSL of a $250 million Sydney fund manager, one of two AFSL cancellations announced by the corporate regulator....

3 weeks 4 days ago