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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

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

1 month 2 weeks ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month 2 weeks ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month 3 weeks ago

SuperRatings has shared the median estimated return for balanced superannuation funds for the calendar year 2024, finding the year achieved “strong and consistent positiv...

6 days 17 hours ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

3 weeks 5 days ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

3 weeks 4 days ago