Wealth managers urged to tap into growing market of women seeking financial adviceWealth managers urged to tap into growing market of women seeking financial adviceWealth managers urged to tap into growing market of women seeking financial advice

6 March 2023 by Independent Financial Adviser

Wealth managers are being urged to act now in order to tap into the growing market of women seeking financial advice.

Experience pathway keeping advice on the ‘cusp of a profession’Experience pathway keeping advice on the ‘cusp of a profession’Experience pathway keeping advice on the ‘cusp of a profession’

17 February 2023 by Chris Dastoor, Professional Planner

Plenty of concessions were already made when establishing the education standard for existing advisers making the experience pathway overkill, according to a panel discussion. According to data from Adviser Ratings from last November, the...

FPA chief Sarah Abood calls for changes in advice system to prevent exodus of financial plannersFPA chief Sarah Abood calls for changes in advice system to prevent exodus of financial plannersFPA chief Sarah Abood calls for changes in advice system to prevent exodus of financial...

3 February 2023 by Glenda Korporaal

Major changes to laws around provision of financial advice are needed to prevent the continued exodus of advisers from the industry, the Financial Planning Association has warned.

War for talent only just heating up: AR dataWar for talent only just heating up: AR dataWar for talent only just heating up: AR data

2 February 2023 by Chris Dastoor

Almost 80 per cent of advice practices are aiming to grow their client base but will struggle to service the additional business as the market for advisers is getting more competitive according to Adviser Ratings.

Nearly 25% of advisers consider departing the industryNearly 25% of advisers consider departing the industryNearly 25% of advisers consider departing the industry

2 February 2023 by Jasmine Siljic, Money Management Magazine

Despite over 12,000 financial advisers leaving over the last four years, Adviser Ratings reveals that almost a quarter are thinking of following suit in 2023.

Adviser numbers set to mourn more lossesAdviser numbers set to mourn more lossesAdviser numbers set to mourn more losses

2 February 2023 by Jessica Penny, Independent Financial Adviser

After losing more than 12,000 advisers over four years, the industry needs to prepare for continued declines, according to Adviser Ratings.

Adviser Movement SlowsAdviser Movement SlowsAdviser Movement Slows

1 February 2023 by Risk Info

While the industry is still a way from seeing growth in adviser numbers, the steepest declines appear to be behind it, according to Adviser Ratings’ Adviser Musical Chairs Report for Q4 2022.

5 adviser themes set to define 2023 revealed5 adviser themes set to define 2023 revealed5 adviser themes set to define 2023 revealed

21 January 2023 by Jessica Penny, Independent Financial Adviser

2023 looks set to deliver significant change on the back of previous years, which have been characterised by a shrivelling workforce, compliance pressures and heightened education standards. Advisers have given an inside look at some of th...

Will the QOA recommendations reset digital advice?Will the QOA recommendations reset digital advice?Will the QOA recommendations reset digital advice?

31 January 2023 by Rhea Nath, Money Management Magazine

As the financial advice industry awaits the Federal Government’s response to the Quality of Advice (QOA) Review, many hope for a proper ‘reset’ rather than selective implementation of recommendations around digital advice

 
 
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