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.
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
Support staff are now critical to adviser retention (R2A quoted)
Support staff are now critical to adviser retention Money Management has highlighted a shift many AFSL principals are feeling in real time: support staff are no longer “nice to have” — they’re a deciding factor in whether advisers stay, perform, and scale sustainably. The piece references Recruit2Advice (R2A) findings that adviser decisions are increasingly driven…
FINANCIAL ADVICE MARKET – REMUNERATION UPDATE | Q3-2025
Financial Planning | salary Guide | Advice Market Update | Q3 2025
AFSL – Self Licensing vs Licensee Services
In this series we look to examine and compare the benefits of AFSL Self Licensing vs Licensee Services for Financial Planning practices.
Recruitment Market Snapshot
May 2024 Financial Planning recruitment market snapshot, supply / demand and current salary data levels, and commentary.
The AFSL Market in Australia
Overview: AFSL market in Australia. What are the core services, possible additions, and advanced business service offerings emerging?
R.I.P. Dealer Groups – the rise and fall
The Rise and Fall of Financial Planning Dealer Groups in Australia The 1990’s was effectively the dawn of Financial Planning as a distribution mechanism in the Financial Services / Product sector leading to the commencement of the Dealer Group model. In this article we briefly explore some key factors in the rise and fall of…