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May 1, 2024
Link Advice chief executive, Duncan McPherson, is to depart after six years as the business restructures.
January 31, 2023
So far in 2023 there have been 29 new entrants to the advice industry. After revealing that over 2,000 advisers resigned in 2022, Wealth Data has reported that 336 advisers were recruited last year.
August 29, 2022
The current market volatility has highlighted a need for financial advisers to guide their clients through this period. Colonial First State (CFS) has called on financial advisers to help their client
August 16, 2022
A new whitepaper has been released. People seeking retirement are looking to superannuation funds for support that age pension is currently not providing, new research has found. A new whitepaper c
August 16, 2022
A new whitepaper has been released. People seeking retirement are looking to superannuation funds for support that age pension is currently not providing, new research has found. A new whitepaper c
May 31, 2021
The Link Advice Digital Fact Find will be offered to all Link Advice super clients which will allow super funds to configure the fact find to their own requirements.
April 6, 2021
Net change advisers roles (licence owners > 50 current advisers) Source: HFS Consulting Colin Williams, director at HFS, told Money Management that the losses at IOOF and MLC would be very worrying across the board as they were building a momentum of their own which would be hard to stop in the short term. “Another issue will be the number of advisers who may drop out due to not completing the FASEA exam,” he said. “The latest figures out of FASEA are not encouraging and those losses c...
February 12, 2021
The financial planning industry will start working together to allow those currently excluded from getting advice to be included and the fear of providing complaint advice will dissipate, according to a panel.
February 12, 2021
Super giant calls for intra-fund advice expansion Super giant calls for intra-fund advice expansion Australia’s second largest industry fund has joined calls for intra-fund advice to be expanded to cover topics such as age pension entitlements, saying the service is an important “transition” for members looking for a low-cost introduction to professional advice. A A Addressing the ASFA virtual conference on Thursday, Aware Super group executive for advice Sarah Forman said the fund was ur...