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The challenge of attracting new entrants to the profession will continue to be a focus in 2023 and beyond, an advice professional has said. Speaking to ifa ahead of the holidays, chief executive of Li ....
Designed in collaboration with licensees, TAL has created a professional year platform for advisers and licensees to track progress and measure outcomes during a new entrant’s provisional year. ....
XY Adviser has been brought on board by CFS to launch the Professional Year online community hub, which is part of CFS’s new people and culture platform Elevate. With a diminishing number of advisers, the aim of the service is to help train new entrants with content and strong community support. ....
The Financial Planning Association of Australia s (FPA) membership has fallen to 10,954 members from 11,811 last year, and the association has recorded a before-tax deficit of $1.2 million for the year ended June 30. ....