Industry

Sunsuper chair says new CEO will face tremendous challenges

Sunsuper chair Andrew Fraser has appointed recruitment firm Egon Zehnder to lead the search for a new chief executive to replace the fund’s chief executive, Scott Hartley.

Elizabeth FryJune 5, 2019

Satisfaction with institutional licensees craters

Advisers are disillusioned with institutionally owned licensees, according to research presented by CoreData, which shows satisfaction levels have dropped below 25 per cent.

Tahn SharpeJune 4, 2019

Advisers adrift: The top ten licensees in 2019

The top end of this year's licensee list is notable for the stalled exits of the big banks and a surge in numbers for limited license advice providers. We pick apart the ups and the downs of this year's top ten.

Tahn SharpeJune 3, 2019

Licensees

Sentry Group sharpens pencil with ASIC action

After years spent completing an ASIC enforceable undertaking for their newly acquired WFS licensee, Sentry CEO David Newman says they’re stronger than ever.

Tahn SharpeJune 3, 2019

Licensees

Licensee owners’ list 2019

From big banks on a steep decline to surging converged models and a slew of burgeoning dealer groups, this year’s full licensee owners’ list is a movable feast of advice groups influx.

Professional PlannerMay 31, 2019

Industry

The advice industry’s supply-side problem

New education standards and a recent cut-off for new entrants into the industry means there are fewer advisers, which in turn is making it difficult for businesses to fulfil their growth ambitions.

Simon HoyleMay 31, 2019

Industry

Surge in adviser ‘switching’ expected: EY

New research indicates that while clients in Europe and North America will stick with their adviser in the next three years, those in Australia are a lot more inclined to switch.

Tahn SharpeMay 28, 2019

Industry

Remediation lures exiting advisers

A financial services recruiter says firms don’t want ex-advisers as BDMs, but there are plenty of “six-figure” remediation roles with less risk and normal working hours.

Tahn SharpeMay 27, 2019

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Industry

Industry

Sunsuper chair says new CEO will face tremendous challenges

Licensees

Satisfaction with institutional licensees craters

Licensees

Advisers adrift: The top ten licensees in 2019

Licensees

Sentry Group sharpens pencil with ASIC action

Licensees

Licensee owners’ list 2019

Industry

The advice industry’s supply-side problem

Industry

Surge in adviser ‘switching’ expected: EY

Industry

Remediation lures exiting advisers

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