Advice Matters | August 2024
Welcome to our August Edition of Advice Matters.
- News & Views
- Industry Trends
- Financial Advice Industry Jobs
- Industry Service Reviews
Recent Posts
ADVICE MATTERS – Recruit 2 Advice
Recruit 2 Advice | Financial Planning & AFSL Market Update | 2026 Foreword – Dugald Braithwaite, Director R2A The Australian financial advice market continues to evolve quickly. Adviser supply is improving at the edges, but the structural pipeline challenge remains. Private practice ownership, licensee change, outsourcing, technology adoption and persistent salary pressure are now connected…
Behavioural finance is increasing in importance. How will the advice industry respond?
Digital Behaviour Education is commercially and strategically relevant. - how younger Australians actually learn, engage and make decisions.
Financial Advice Supply chain deficiencies persist: the institutional exit left a pipeline gap
Industry shift from bank / corporate-led distribution | 78.2% - private enterprise | Financial Advice Supply chain deficiencies persist
Shifting demographics in the Advice Sector
78.2% of advisers now sit in privately owned licensees, which is a major structural shift away from institutional models a decade ago.
Salaries persistently pushing higher; is this simple supply or other broader factors at play?
“Salary pressure is real, although the deeper issue is that the AFSL market is repricing capability, support and stability.”
Market Fluidity Has Increased. What are the Ramifications for Practice Owners?
Market fluidity - Practice Sales across the financial advice practice market continues to increase as PE capital inflows and ownership models evolve