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Independent Financial Adviser
12 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
12 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
11 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
12 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
12 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
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
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
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
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
4 天
Adviser inflows bolster AMP North as AUM hits $78bn
The platform saw a 76 per cent increase in net cashflows for the September quarter, while AMP’s new partnership for its ...
Independent Financial Adviser
6 天
Sandwich generation offers advisers chance for 'lasting relationships'
The ‘sandwich generation’ is under mounting financial pressure, driving increased reliance on financial advisers who now have ...
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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