Category: Market Updates & Commentary

Market commentary on events, changes and trends in the Australian Financial planning industry. Observations, Ideas and Opinion from the team with 20 years experience.

The AFSL Market in Australia

The AFSL Market in Australia

AFSL’s and Licensing Choices for Financial Advice Practices The Australian Financial Services Licensee (AFSL) market is broader and more complex today than at any time in history. Gone are the days of large institutional Dealer Groups dominating the market with thousands of Financial Advisers as Authorised Representatives. The market is fragmented and diverse, in size,…

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Artificial Intelligence applications in Financial Planning

Artificial Intelligence applications in Financial Planning

How much impact will technology have in AFSL Services? As we conduct a review of the current AFSL market in Australia and track the pending changes in the evolution of the ‘Dealer Group’ AFSL model, a key consideration is the emergence and influence of Artificial Intelligence (AI). In this article we delve into where the…

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A brief history of the Financial Planning Industry and Dealer Groups in Australia

A brief history of the Financial Planning Industry and Dealer Groups in Australia

Back in the 1990’s the Financial Planning market was a fledgling industry seeking to carve out a space in the Investment, Superannuation and Insurance sectors. Some suggest the birth can be directly linked to the introduction of the Superannuation Guarantee (SG) in 1992. ‘Dealer Groups’ (now referred to as AFSL’s) were established by major Insurers…

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Recruit 2 Advice | Quarterly Newsletter

Recruit 2 Advice | Quarterly Newsletter

Here is our Quarterly Newsletter! We cover the latest industry trends, specifically addressing the supply problem in the Financial Planning Industry. We take a look at the long-term impact of QAR and how to combat the deterrents in the industry. Also included is a short-list of our pick of Advisers on the talent market at…

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Financial Adviser Talent | August top 5

Financial Adviser Talent | August top 5

Here’s our latest Financial Adviser Talent update for review: Financial Planning Industry professionals interviewed and qualified by R2A. Our database and contacts extend Australia Wide. Please contact us to discuss any of the profiles listed, or to discuss your specific requirements. You might also be interested in: Why you should view your Psychologist as a…

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Why you should view your Psychologist as a Coach

Why you should view your Psychologist as a Coach

Psychology services are typically viewed in the context of a remedy for a past event, most often to fix something. But when embraced in the forward context they can yield powerful results for individuals in their personal and professional lives.  We spoke to the Principal of Prova Profiling and trained Psychologist Stephen Smith on the…

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