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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....
Financial planning
A panel have shared how advisers can reduce fears around retention when taking on a new adviser on their Professional Year....
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 ...
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....
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....
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...
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....
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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Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...
increased professionalism within the industry - shouldn't that say, FAR register almost halving in the last 24 months he...