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…
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…
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…