‘No blanket rule’ in assessing large-scale advice complaints; What makes a top advice leader?

With less than 5 per cent of Dixon Advisory complaints closed, AFCA has detailed how it is dealing with systemic issues, known as batch matters, through a consistent yet case-by-case approach.

For financial advisers and business owners seeking to run a top advice firm, Adviser Ratings has shared the characteristics of these leaders from top firms focusing on “scale, specialisation and sophistication”.

At Schroders, we’re demystifying private equity investing for you & your clients. Our video series explains key concepts, making this exciting asset class more accessible.

As Stephen Jones cites the new class of qualified advisers as a way to reduce legislative complexity in advice, the FAAA’s Sarah Abood says its members still have qualms with the idea and its naming.

Advice licensee Sequoia has shared an update on the streamlining of its operations, with investment in salaried advisers identified as an increased focus.

Financial planning software provider Bravura is focused on a “back to business” strategy to enhance revenue growth which will include the potential opportunity available in digital advice.

AFCA has revealed to Money Management the number of Dixon Advisory complaints it has closed so far out of the more than 2,700 total complaints received.

CFS has shared key strategies for advisers to use for their varying different demographics with a focus on building relationships rather than transactions.

With more women aged 35–50 engaged in their finances and investments than ever, the cohort is a growing demographic for financial advice firms to work with, writes Nina Kazmierczak.