Tag: Financial Planning

ADVICE MARKET – REMUNERATION UPDATE | Q3-2024

ADVICE MARKET – REMUNERATION UPDATE | Q3-2024

$155k-165K Average Adviser Salary Package Supply Overall is rated GOOD Top motivator for Advisers is long term stability Top pain point for Advisers is Admin EXECUTIVE, PRACTICE MANAGEMENT & COMPLIANCE CEO / General Manager $180 – $250K Practice Manager $120 – $180k Operations (Compliance) Manager $110 – $150k Variable with size of practice, revenue, number…

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In-Boarding Solutions for Financial Advisers

In-Boarding Solutions for Financial Advisers

R2A provides guidance and business connections for In-Boarding Solutions for Financial Advisers. Why consider in-boarding? More time to spend with clients More time to spend with family and friends More time for your hobbies Stop doing all the things you hate Continue servicing your existing clients Engage with new clients and Focus just on being…

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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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