Advisers adamant it will be BAU amid potential recession
Advisers agree that recession-proofing is required in the event of economic challenges ahead, but it will still be business as usual.
Source: professionalplanner.com.au
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3 predictions impacting mortgage lending in 2023: Wave Money
Post-pandemic conditions could impact home lending this year in three key ways, Wave Money has predicted. Tumultuous times during the past few years through the pandemic has affected sundry avenues
Source: theadviser.com.au
Give advisers the gift of standardisation - Professional Planner
For super funds that want to make advisers happy, the best Christmas gift they could give is standardising data and disclosure processes.
Source: professionalplanner.com.au
Stories that made headlines in 2021
Good riddance 2021. What a year 2021 has been. From a muted sense of optimism, to despair amid months of lockdown, to a fresh new global threat in the form of Omicron, and hoards of industry-rela
Source: ifa.com.au
In-house execs, recruiters handling firms' financial advisor hiring
Samantha Lee/Business Insider This story is available exclusively to Insider subscribers. Become an Insider and start reading now. The recruitment process for financial advisors leaving one firm to join another went fully digital this year, but there were still lots of big-ticket moves across the industry. UBS hired a team overseeing $9 billion from JPMorgan's private bank, JPMorgan poached teams for its reorganized wealth business, and Wells Fargo in June had its best recruiting month in a decade, by revenue. Technology introduced...
Source: businessinsider.com