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| 28 March, 2022 |
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| Latest News |
| Industry News | | Less than a third of advisers pass Feb exam | | The percentage of candidates who passed February’s financial adviser exam, the first one under the Australian Securities and Investments Commission, has fallen to 32.4%. |
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| Industry News | | Warning for advisers selling up before exam deadline | | Financial planning firms with clients with fees above $3,000 are the most attractive buying target currently but advisers could be forced to accept a lower price if they want to exit before the exam deadline. |
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| Sponsored Content | | Grow your practice with sustainable investing | | 86% of Australians expect their super or investments to be invested responsibly and ethically, is now the time to look to ESG and sustainable investing to grow your practice? |
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| Industry News | | Where are new investors seeking guidance? | | Women are 20% more likely than men to trust financial advice from family and friends, according to research by Global Prime, while young men are more likely to be following ‘finfluencers’. |
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| Sponsored Content | | Why now is the time to invest in your practice | | According to the Future Ready IX report, profitability of the average practice has decreased. For an advice business to thrive, they need to invest in efficiency-creating systems and processes. |
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| Industry News | | HUB24 appoints chief growth officer | | HUB24 has appointed Chesne Stafford as chief growth officer as the company positions for further growth, effective from July. |
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| Industry News | | SAFAA drops ‘financial adviser’ name | | The organisation would now be known as the Stockbrokers and Investment Advisers Association as not all of its members provided financial advice. |
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| Editorial |
| Money Management Original | | Have we seen it all before? | | This month’s announcement of the terms of reference for the Quality of Advice Review elicit a certain element of deja’vu among advisers. |
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| InFocus |
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