ifa - News and Insight for Independent Financial Advisers
WEBAdvice profession in legislative limbo after 650 days. The long-awaited reforms, which were expected to ease the regulatory burden on advisers and lower costs for consumers, have yet to materialise. READ MORE.
ASIC crackdown: A double-edged sword for single advisers - ifa
WEB5 hours ago — ASIC crackdown: A double-edged sword for single advisers. ASIC’s proactive crackdown on rogue advisers marks a positive shift, but for single practitioners managing their own licenses, it introduces an added layer of complexity in an already challenging environment. Earlier this year, the Australian Securities and Investments Commission (ASIC ...
How this adviser is tackling public misconceptions of financial ...
WEB5 hours ago — Dawn Thomas is on a mission to transform how the public views financial advisers. Her academic journey isn’t just about personal milestones, it addresses a pressing issue – the widespread perception gap regarding advisers’ expertise. In a recent episode of the ifa podcast, Thomas, a senior wealth adviser at The Wealth Designers ...
Survey reveals rising ETF preference among advisers - ifa
WEB6 hours ago — A recent survey has revealed a growing enthusiasm for ETFs among financial advisers. According to findings released by VanEck on Monday, financial professionals have expressed a growing preference for ETFs. The asset manager's research indicates that this investment product is becoming the preferred choice …
Your tech stack and your business - ifa
WEB6 hours ago — Here’s a simple process for conducting your annual tech stack audit: Evaluate your current tech stack: start by listing all the tools you’re currently using, from financial planning software to marketing automation systems. Analyse usage: assess how each tool contributes to your business.
Advice profession in legislative limbo after 650 days - ifa
WEB4 days ago — According to Howarth, the sector has every right to second-guess whether the draft legislation will actually materialise. “The industry was dismayed to see the Assistant Treasurer pick and choose Michelle Levy’s recommendations and water down its deregulatory reforms but hopeful he would progress what survived in a timely manner. 650 days have now passed since Jones was handed Levy’s ...
News for financial planners and advisers - ifa
WEB9.7%. Luke Howarth. 46.4%. Neither. 43.9%. See details. News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Submissions open for ifa Excellence Awards 2024 - ifa
WEBAug 13, 2024 — The unparalleled ifa Excellence Awards is returning for its 11 th year, with support from principal partner Padua, to recognise independent financial advisers and their practices as well as the top businesses and professionals in the financial services sector across Australia.. Submit an entry or nominate a worthy colleague or business by Thursday, 12 September 2024, for the opportunity to be ...
FPA and AFA officially merge to become the FAAA - ifa
WEBApr 3, 2023 — The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have legally completed their merger to form the Financial Advice Association Australia (FAAA). In a statement issued on Monday, the FPA and AFA confirmed that from 3 April 2023, their staff will come together as a …
Over $3bn paid or offered in compensation for financial advice
WEBFeb 14, 2022 — Six of Australia’s biggest banking and financial services institutions have paid or offered over $3 billion in compensation for financial advice-related misconduct, ASIC has revealed. The corporate regulator has confirmed that $3.15 billion as at 31 December 2021 has been paid or offered to customers of AMP, ANZ, CBA, Macquarie, NAB and ...