Industry
Advisers consider the next chapter
Most advisers will have already made up their minds where their futures reside, and for many this will be outside the industry – experts share their views.
Professional PlannerAugust 2, 2019
Industry
Industry
Leigh Sales addresses adviser hardship
The respected journalist and author took themes from her study of people facing great adversity and applied them to the struggles of advisers caught in a maelstrom of disruption.
Tahn SharpeAugust 1, 2019
Licensees
Self-licensing process has shortened
The regulator is approving licensing applications quicker than in recent months but is throwing some curly questions at aspiring licensees, particularly relating to their PI cover, experts have revealed.
Matthew SmithAugust 1, 2019
Industry
2,825 advisers gone as migration patterns emerge
New research from Adviser Ratings reveals how many advisers – and licensees – have pulled up stumps in the first half of the year.
Tahn SharpeJuly 24, 2019
Licensees
FinWis sale in doubt as advisers disperse
A sale of the licensee group is looking increasingly improbable as advisers under the Financial Wisdom banner search for new homes, with an eventual wind down of the dealer group likely, according to industry sources.
Tahn SharpeJuly 23, 2019
Industry
More money, less new funds: SMSFs reshape
The shine may be wearing off SMSFs, but advisers should be encouraged by higher average balances and increased demand for services according to Merit Wealth's Garth McNally.
Tahn SharpeJuly 19, 2019
Industry
Business planning has taken a back seat: Business Health
Licensees and product providers could play an important part in helping advice practices prioritise essential business planning again, according to Terry Bell.
Matthew SmithJuly 17, 2019