New entrants see lowest FY25 volume; Cracking the code to scaled advice delivery

Rhombus Advisory and WT Financial Group are among the AFSLs seeing adviser declines this week, as only three new entrants join the profession.

Strategic technology integration and clearly defined advice propositions are two critical elements for building a successfully scaled advice model, Adviser Ratings unpacks.

From ETF research and global trend analysis to emerging opportunities and top predictions for the future, the report will help you stay on top of this dynamic market.

Insignia Financial suffered total net outflows of $1 billion in its first quarterly update for FY25, however reported overall growth in its funds under management and administration.

National advice licensee PictureWealth has appointed John Bezich in a newly created role of head of advice.

ASIC has cancelled the AFSL of a Queensland-based advice firm and is aware it had recommended investments that included the now-liquidated Global Capital Property Fund and the Shield Master Fund.

Perennial Partners has appointed a new regional manager for the southern states after the predecessor in the role left to join Schroders.

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the challenges posed by evolving superannuation and tax policies.