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Independent Financial Adviser
9 小时
FAAA calls for stronger controls on unregulated aged care advice
Citing the “significant financial harm” that can befall older Australians that received unqualified and unlicensed advice, ...
Independent Financial Adviser
9 小时
FPSB celebrates 20th anniversary in Brazil
While adviser numbers in Australia have dropped dramatically over the last five years, the FPSB says the number of CFP ...
Independent Financial Adviser
9 小时
How can advisers deal with the ‘murky’ lines of defence investments?
While military spending globally is soaring and a handful of investment managers listing defence-focused ETFs in response, an ...
Independent Financial Adviser
9 小时
Boutique licensee spruiks ‘first-class offer’ as adviser recruitment tool
Intelligent Planning says it aims to continue its growth as it looks for “like-minded advisers” who share a vision for the ...
Independent Financial Adviser
9 小时
Product terminations slow as managed account registrations grow
A total of 257 financial products were registered in the September quarter, with a much higher than average number of new ...
Independent Financial Adviser
3 天
Adviser numbers up 159 across September quarter
Adviser numbers showed strong improvement during the first quarter of FY2024–25, with Wealth Data revealing the top five ...
Independent Financial Adviser
3 天
How women can build a personal ‘advisory board’
Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an ...
Independent Financial Adviser
3 天
ASIC announces executive leadership appointments
An AUSTRAC executive and the corporate regulator’s general counsel are joining ASIC’s senior executive leadership team.
Independent Financial Adviser
3 天
Netwealth’s Flux acquisition a ‘natural fit’
Chief executive Matt Heine says Netwealth’s latest move will help advisers “engage with the next generation of investors”.
Independent Financial Adviser
3 天
Will licensees maintain onerous SOA requirements despite DBFO changes?
Industry experts have suggested that while licensees won’t be “deliberately setting out to block the effectiveness” of ...
Independent Financial Adviser
4 天
‘Spectrum of advice needs’: CFS details digital advice offering
Otivo and CFS have officially launched their $88 digital advice tool for unadvised FirstChoice members, while acknowledging ...
Independent Financial Adviser
4 天
Privacy regulation enforcement can’t be industry funded: FAAA
The FAAA has largely backed proposed amendments to the Privacy Act, however it has pushed back against the possibility of the ...
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