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MAR 2

Chief Economist Forum	►

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Chief Economist Forum	►

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Advisers Big Day Out - Perth	►

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Your Opinion

What is the ideal number of clients for an individual financial adviser to service, meeting annual review requirements and best interests duty?

	Between one and 100

	Between 100 and 250

	Between 250 and 500

	Between 500 and 1000

	Over 1000

SUBMIT YOUR ANSWER

More Polls

Showing 1 to 10 of 45 polls:

For those who have sat the FASEA exam: Did you find it challenging?

Do you think the events of 2020 will make Australians think differently about professional financial advice?

Should the Tax Practitioners Board be axed for financial advisers?

Should the ASIC Financial Adviser Register show whether an adviser has passed or failed the FASEA exam?

Would you advise your clients to buy AMP shares at the moment?

Has AMP treated its aligned advisers fairly in the fallout from the BOLR changes through mediation?

Do you think the future of financial advice rests with super funds?

Do you think advice associations are doing enough to support advisers?

Will you be accessing JobKeeper through your employer or for your employees?

Do you feel you're helping clients as effectively as you can to weather COVID-19?

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Latest News


IOOF to spend big on BOLR KANIKA SOOD IOOF expects to spend up to $32 million on paying out Buyer of Last Resort arrangements with financial advisers leaving its network, primarily from Bridges Financial Services.	FPA names Gwen Fletcher Memorial Award winner ELIZA BAVIN The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.

Countdown to FASEA exam deadline ELIZABETH MCARTHUR The Financial Adviser Standards and Ethics Authority (FASEA) has issued a reminder to financial advisers that their time to sit and pass the exam is ticking by.	Vanguard to launch retirement income tool ELIZA BAVIN Vanguard has announced it is launching the Vanguard Retirement Income Builder tool for financial advisers.

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Cover Story

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No shame in dreaming

VICTORIA DEVINE
MANAGING DIRECTOR
ZELLA WEALTH PTY LTD

The podcast She's on the Money has become a personal finance juggernaut and catapulted its founder and Zella Wealth director Victoria Devine into the public eye. But she doesn't want to make it all about her, instead she's focused on the power of money to change lives. Elizabeth McArthur writes.

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Expert Feed

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Simon Gvalda Recruitment Consultant Kaizen Recruitment Pty Limited	Adrian Martuccio Portfolio Manager Bell Asset Management	John Dyall Head of Investment Research Rainmaker Information	Sean Cookson Vice President and Managing Director - APAC Financial Recovery Technologies
Who owns the clients in an advice business?	Six things to watch this reporting season	What exactly happened with GameStop	Class action settlements may be available to advisers' clients
One of the main questions I am asked by employers when recruiting for financial advisers is, can the adviser bring across clients? While this request ...	With the US election behind us and a considerably more stable political environment expected, it is anticipated that many companies will be more forthcoming ...	At the end of 2020 there was a collective sigh of relief that 2020 was over. For good. Forever. Sorry. If the short squeeze on Gamestop tells us anything ...	For financial advisers, participating in shareholder class actions on behalf of clients may seem an impossibly complex task. However, through technology ...
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