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Brilliant Investment Thinking by Advisers for Advisers.
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So how much revenue does the average financial adviser pull in, anyway?

While one listed group reported $236K revenue per adviser, another said its advisers brought in $600K each. But the extraordinary delta is more a function of...

'Open-mindedness' key in the era of correlated bonds and equities

The prevailing market dynamic has changed, with inflation fanning volatility and bonds no longer providing diversification ballast against equities. Active...

CFS bulks up managed account offerings on new Edge platform

The CFS team is ramping up the suite of model portfolio offerings on its next generation investment platform, while adding new functionality to streamline the...

Advisers offered '$50K bump in salary' as talent poachers circle

It's not just money being thrown at financial advisers, with title changes, more responsibility and "other added benefits" also on offer according to financial...

Government forces crypto into the regulatory fold

Concerned by collapses of crypto platforms both here and abroad, the government has put forward a plan to bring digital asset platforms into the Australian...

All at once, government data finally catches up to adviser shortage

Even when thousands more advisers left the industry in 2022, bringing the cohort down from 28,000 in 2018 to a total of around 17,000, there was still no...

AMP spending goodwill it doesn't have with BOLR pushback

AMP's executive spine has done a remarkable job of arresting the company's decline, but its refusal to accept the court's decision that it shortchanged...

ASIC warns licensees to improve 'inappropriately narrow' remediation practices

After publishing two separate guides and with the Financial Accountability Regime firmly in mind, the regulator was scathing of licensees' collective...

Investment to Paris-aligned benchmark challenging, but achievable

Meeting the Paris-aligned guidelines can be problematic for Australia's big investors, but it's possible to deliver compliant investment strategies with modest...

Bridging the generational divide key to 'daunting' Professional Year

When an industry full of Gen X and Baby Boomer advisers is assigned the task of training swathes of largely millennial acolytes, there's bound to be a few...

For advice practices, getting the tech right is key to the bottom line

Financial advice practices will find it harder to grow and scale their businesses in an increasingly tech-driven world if they aren't making smart technology...

90% of FPA, AFA members have renewed with FAAA since merger

Of the 8,946 practitioner advisers who belonged to either industry group before their April merger, 8,093 have renewed their membership with the merged entity....

Education carve-out should come with separate adviser designations

An approved degree doesn't necessarily make for a better adviser, but if the government wants to get the experienced pathway legislation right it must disclose...

'Micro AFSLs' surge as dealer group models lose grip on advice licensing

The quantum of licensees may be growing, but none of that growth is coming from the big end of town. Advice groups are increasingly eschewing larger groups and...