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The Pleasant Valley School Board recognized some outstanding students at its meeting Thursday night for their successes. “Tonight, we wanted to share with the board some great news about one of our va...
Without an influx of new talent coming in, the industry will be left with the challenge of boosting client capacity to bridge the advice gap. This means having 80 to 100 clients per adviser will not be sufficient according to Elixir Consulting managing director Sue Viskovic.
In May, the number of advisers on ASIC’s Financial Adviser Register sunk below 17,000 for the first time, with predictions now suggesting the industry will dip below 15,000 by the end of the year.
The Koda Capital deal with Emigrant Partners has brought attention back to the holy grail of wholesale advice, but Encore's Tom Reddacliff says this model won’t work for everyone. At Professional Planner's Licensee Summit he will be leading a panel on the merits of different advice models and the future of advice businesses.