Wealth Management

With an increase in the number of available advisers, superannuation refunds, and predicted rate rises, there has been a lot coming out of the news cycle over the past few weeks. ATO to crack down on false property claims – Kate Aubrey, The Adviser The ATO has announced its focus on rental deductions and capital…

The condition of Australia’s wealth management industry is in a constant state of flux. With ongoing changes occurring daily, it’s hard to stay on track with the rising challenges and steps being taken to ensure its sustained success. From gender parity, tax proposals, and a diminishing supply of financial advisors, we’ve provided you with a…

You’ll likely be familiar with the term ‘candidate shortage’; as Australia has been fighting a lack of available talent for the past two years. With the unemployment rate the lowest it has been in decades, what does this mean for wealth management employers? Australia’s ageing population will drive strong demand for health insurance, superannuation, and…

In continuation of our update on unemployment and recruitment trends in 2022, we’ve expanded on our analysis to investigate trends specifically related to the wealth management industry. A quick summary of today’s wealth management recruitment trends: SEEK candidate availability in banking & financial services is low today compared with the last five years Since late…

Talent shortages are affecting most industries in Australia, and the mortgage broking industry is no exception. Whilst it is harder than ever to find experienced candidates to join your mortgage broking business, there are ways that you can overcome the candidate shortages to continue to bring quality talent into your business. Be careful about offering…