Providing well developed professional year programs and offering flexible working arrangements are two key drivers leading to higher retention of new advice entrants, two experts say.
PPS Mutual rated Best Retail Insurer of the Year & highest Net Promoter Score (NPS) in the industry. Reflecting the benefits of the mutual model, its adviser support, service standards and product offering.
COG Financial Services has detailed the impact that the acquisition of a 20 per cent stake in Centrepoint Alliance has made on its performance and future business strategy.
Clime Investment Management has reported a statutory loss of $3.8 million for FY24 following a “challenging period” for the firm, however is on a “clear path to recovery” following the Madison sale.
With business owners very rarely planning their exit from the advice practice in advance, three experts underscore why succession planning is critical for long-term success.
