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Showing 11 - 20 of 84 results for "SMSF Adviser"

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
The financial advice industry bucked the trend for the first time in more than three years, adding 626 advisers during the March 2023 quarter. A new report by Rainmaker Information shows that the advice profession gained several advisers in the non-aligned ...

Adviser population dropped 17% in 2022

JAMIE WILLIAMSON  |  FRIDAY, 13 JAN 2023
... fastest growing AFSLs, with Count Financial topping the ranks on this front. The fastest contracting AFSL remains the SMSF Adviser Network, losing almost 400 advisers in 2022.

Financial advice among most qualified professions: Analysis

JAMIE WILLIAMSON  |  TUESDAY, 6 DEC 2022
Following education reforms, analysis of financial advisers' tertiary qualifications suggests the advice sector is now among the most highly educated professions in Australia. Rainmaker Information's 2022 review of advisers' ASIC-recognised qualifications ...

FPA Congress a chance to 'reunite, reset'

CHLOE WALKER  |  FRIDAY, 16 SEP 2022
... something for everyone within the profession, whether you're a principal, a paraplanner, an aged care specialist or an SMSF adviser." FPA and AFA members are encouraged to register to the event before September 30. Financial Standard is the official ...

Ex-Synchron boss appointed head of Libertas

CASSANDRA BALDINI  |  WEDNESDAY, 14 SEP 2022
Former Synchron general manager Phil Osborne has been appointed to head up Sequoia Financial Group's licensee, Libertas Financial Planning. Osborne, who resigned from Synchron in June after just five months, will support the ongoing development of advisers ...

More than 1700 advisers gone already

JAMIE WILLIAMSON  |  FRIDAY, 1 JUL 2022
As we officially hit the mid-way point of the year, the latest data from ASIC shows more than 1700 financial advisers have dropped off its register since January. Analysis of the ASIC Financial Adviser Register shows there is now 16,413 financial advisers ...

SMSF client education a concern: Report

JAMIE WILLIAMSON  |  MONDAY, 27 JUN 2022
... educational content as concerns around client education mount, according to a new report. Investment Trends' 2022 SMSF Adviser and Accountant Report shows advisers want more educational content to assist them in servicing clients, citing client education ...

Adviser numbers close in on 17k

KARREN VERGARA  |  FRIDAY, 18 MAR 2022
The number of financial advisers is close to dipping below the 17,000 mark as more than 700 recently exited the industry. As of March 17, the ASIC Financial Adviser Register recorded 17,246 active advisers, Rainmaker modelling of the data reveals. On ...

FPA is the preferred association: Research

KARREN VERGARA  |  WEDNESDAY, 16 MAR 2022
... Services (167), Morgans Financial (123) and Alliance Wealth (99) have many advisers who are members of the AFA. The SMSF Adviser Network and RI Advice (32 respectively) are the biggest networks for the SMSFA, while the AIOFP has a large cohort from Interprac ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
ASX-listed WT Financial Group (WTL) is set to acquire Synchronised Business Services for $8 million. The transaction will create one of the country's largest non-aligned dealer groups with more than 600 advisers and $16 billion in funds under advice. ...