CSLR underestimating future financial advice firm failures; Could the advice profession return to 25k advisers?

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04 Apr 2024

Latest News Financial Planning CSLR underestimating future financial advice firm failures Wealth Data's Colin Williams believes the idea of four financial advice firms failing per year, as put forward in CSLR estimates, is too low an estimate. Read More Financial Planning Could the advice profession return to 25k advisers? The introduction of financial advice from superannuation funds and banks could see adviser numbers grow to as much as 25,000 in the future. Read More Promoted Content Financial Services Industry not delivering to the public The financial services industry awaits in limbo the final legislation arising from the QAR recommendations. Financial Planning BT appoints chief product officer from Macquarie BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a "simpler and stronger business". Read More Funds Management Meet the Manager: Christopher Chen of American Century Investments In the latest Meet the Manager profile, Money Management speaks with Christopher Chen, senior investment director, Asia-Pacific, at American Century Investments. Read More Funds Management Embracing AI data transformation in asset management KPMG and State Street have identified six areas where asset managers will see the greatest benefit from introducing artificial intelligence as it finds those which do so are seeing higher revenue growth and customer satisfaction. Read More People & Products AZ NGA hires HUB24 exec in newly created role Professional services firm AZ NGA has bolstered its executive team with the creation of an executive general manager role, who will join from HUB24 in July. 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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