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Showing 21 - 30 of 195 results for "Adviser numbers"

Feature: Digital advice | Sleeping giant

KARREN VERGARA  |  FRIDAY, 26 SEP 2025
... breaking the GBP500 barrier. "I think that's what we need to work on in this country. How we do that? Given the adviser numbers are low and that technology can be powerful - it is inevitable," he says. Overwhelmed In late 2023, when former financial ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
... Integro's plan to nurture young talent to address the acute shortage of advice professionals in the country. "As adviser numbers continue to dwindle in Australia, better attracting and retaining staff will only become more important and having holistic ...

Netwealth reports record FY25 results

MATTHEW WAI  |  THURSDAY, 21 AUG 2025
... levels of customer satisfaction experienced by our clients," Netwealth said. Additionally, the platform also saw adviser numbers rise to 3971, up 5.6% over the year. Other key business drivers include managed account net flows of $4.3 billion, increased ...

PC suggests removing excessive entry requirements for advisers

ELIZA BAVIN  |  WEDNESDAY, 13 AUG 2025
... the Productivity Commission (PC) has recommended paring back some of the entry requirements that have impacted adviser numbers. The PC pointed to feedback it received from CPA Australia during the consultation phase, and noted, "entry requirements for ...

Entireti, Otivo enter strategic alliance for digital advice

ANDREW MCKEAN  |  WEDNESDAY, 21 MAY 2025
... advice dilemma. "The massive task of building an impactful, thriving advice profession, including replenishing adviser numbers, isn't only the job of politicians and policy makers," he said. "It requires a multi-faceted approach and greater investment ...

Wealth managers' recovery looks promising: Research

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... notes that Insignia's market share is falling. "Wealth market is undergoing significant change with declining adviser numbers and incumbent platforms losing market share to specialist platforms," it said. Challenger, meanwhile, stands out for its ...

Adviser numbers jump in March quarter: Rainmaker

KARREN VERGARA  |  FRIDAY, 2 MAY 2025
... which is now part of Entireti's Akumin, Merit Wealth and Madison Financial Group had the biggest falls in adviser numbers. They each lost 53, 48 and 28 advisers respectively. Last June, Madison Financial's parent company Clime completed its divestment ...

Spender criticises Labor's 'lack of urgency' on advice reforms

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
... people being locked out from receiving advice they desperately need. She highlighted that the drastic decline in adviser numbers has also impacted Australians who need financial advice. "That is going to be a fundamental issue that we have to address. ...

AMP super and investments business see more outflows

ELIZA BAVIN  |  THURSDAY, 17 APR 2025
... feature, functionality and support for North to help advisers better service their clients. George said, as a result, adviser numbers have grown. "We continue to deliver on our vision, to be the place where people come to plan for the next phase of their ...

Coalition targets 'ambitious' goal of 30k advisers

ELIZA BAVIN  |  TUESDAY, 15 APR 2025
... Commission, at its peak, there was about 26,500. The Coalition said setting a target acknowledges the collapse in adviser numbers and replacement rate over the last decade. Taylor said in times of economic uncertainty Australians need access to affordable ...