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Advice profession slips below 15 6k adviser mark

With a weekly loss of 14 advisers led by declines at Count Financial, the financial advice industry has fallen below the 15,600 line.

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Which licensee has seen the highest adviser losses FYTD?

Wealth Data has revealed which financial advice licensee has lost the greatest number of advisers this financial year-to-date, with the firm declining by 59 advisers over the period.

Colin williamsTroy daniel mahoneyCentrepoint groupCanaccord groupFinancial services group australiaFinancial servicesCrown wealth groupMorgan stanleyFitzpatricks groupInsignia groupWt financial groupNextgen financial groupSequoia groupWealth dataCount financialGen financial group

Adviser Innovation Summit 2023 to future-proof advice

The summit is back in 2023 with a focus on how advisers can adapt to transform and thrive in the future. As the advice industry copes with economic uncertainty and generational shifts in wealth manage

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Fitzpatricks announces partnership with Brisbane-based advice firm

Fitzpatrick Private Wealth (FPW) will enter a strategic partnership with Rothgard Financial Partners. The news comes as the Brisbane-based advice firm’s founder Ross Vanderwolf and principal Gino S

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New entrants face hurdles in securing professional year

New entrants face hurdles in securing professional year
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