Significant revenue rises seen at listed advice licensees; High complaints volume ‘new normal’ for AFCA

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27 Mar 2024

Latest News Financial Planning Significant revenue rises seen at listed advice licensees Wealth Data analysis has seen a "significant jump" in gross revenue per financial adviser at eight ASX-listed financial advice licensees, and detailed the range between highest and lowest revenues. Read More Financial Planning High complaints volume 'new normal' for AFCA AFCA has already received almost 70,000 complaints since the start of the financial year, and chief executive David Locke has warned this sustained high growth shows the industry is in a "new normal". Read More Promoted Content US Treasuries: Blood on the Streets Investors know that the past three years have been bad for US government bonds. Financial Planning Room for improvement with self-employed clients There is an opportunity for advice firms to improve their relationships with self-employed clients, as Business Health finds they report low satisfaction levels with their adviser's performance. Read More Financial Planning The downsides of the $4.9tn intergenerational wealth 'tsunami' Two reports have highlighted potential problems around the $4.9 trillion intergenerational wealth "tsunami", particularly for women who are most likely to be a beneficiary. Read More Funds Management Alternative asset growth prompts demand for private market expertise Private markets expertise is sought-after for investment operations hires as allocations to alternative assets rise, according to a recruitment firm, but there is a gap between demand and supply. Read More Funds Management Platypus AM appoints new CEO Equity fund manager Platypus Asset Management, which is owned by Australian Unity, has appointed a new chief executive. Read More Expert Analysis Expert Analysis How to value a financial planning practice in 2024 The demand for financial planning businesses for sale isn't decreasing but firms need to know how to value their business to achieve the best price, writes Fiona Ettles. Read More

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