POWERED BY MOMENTUM MEDIA
RETENTION
Financial planning
Two licensees have shared how providing a structured career pathway that extends beyond the Professional Year is critical to ensure candidates won’t pursue other opportun...
Financial planning
While hiring new staff in a financial advice practice inevitably incurs expenses, Striver’s Alisdair Barr says the greater business cost can come from losing the skills o...
Financial planning
Providing well developed professional year programs and offering flexible working arrangements are two key drivers leading to higher retention of new advice entrants, two...
Financial planning
The number of new entrants in the financial advice profession who have since departed this year has seen an improvement from the amount that left in 2023....
Financial planning
With advice firms reporting challenges around staff retention and hiring, half of employees say they are willing to change careers in the next 12 months and pay isn’t alw...
Financial planning
Two advice professionals have discussed why three-quarters of advisers looking to leave the industry in the next 12 months are under 40, and what can be done....
Superannuation
Australian workplace mental health is still a work in progress, as one in four employees experience a high level of stress at work and one in five of those say they will ...
Life/Risk
Freedom’s retention practices make it “unnecessarily difficult to cancel [insurance] policies” with just 28.5 per cent of customers trying to cancel funeral insurance cov...
Life/Risk
Freedom received 72 cancellation calls a day from customers for its funeral insurance policy over a 13-month period, with 13 per cent of those calls coming during the fir...
Financial planning
New Investment Trends research has revealed that demand for good financial advice has never been higher but planners are struggling to retain clients in an environment wh...
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
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...