ifa - News and Insight for Independent Financial Advisers
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News for financial planners and advisers - ifa
4 天之前 · Financial advisers ‘pivotal’ to a secure transfer of wealth. With $3.5 trillion in assets set to change hands by 2050, an industry expert has stressed the significant role of advisers in the transfer of wealth ...
Adviser numbers up 159 across September quarter - ifa
3 天之前 · Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter. The research house found that between 1 July to 30 September 2024, there was a net rise of 159 advisers in the three-month period, an improvement from 108 in Q3 last year. This quarter’s growth was underpinned by the 201 new entrants who ...
Finalists revealed for ifa Excellence Awards 2024 - ifa
2024年10月11日 · Returning for its 11th year, in collaboration with principal partner Padua, the ifa Excellence Awards celebrates the outstanding achievements of independent financial advisers and practices, as well as the broader financial services industry across Australia. A total of 304 finalists will battle it out for awards across 20 individual and 13 group submission-based categories this year.
Winners of Australian Wealth Management Awards revealed - ifa
2024年5月8日 · Winners of Australian Wealth Management Awards revealed. There were 25 winners at the first-ever Australian Wealth Management Awards, held in Sydney tonight. news. May 08, 2024 By Malavika Santhebennur. The Australian Wealth Management Awards 2024 took place tonight (8 May) at The Star in Sydney. The awards are a pioneering initiative of ...
Australia’s top adviser platforms ranked - ifa
2021年2月24日 · The Investment Trends 2020 Platform Benchmarking & Competitive Analysis Report, which ranks 15 major investment platforms according to functionality and adviser preferences, revealed that HUB24 had secured the top overall ranking with a functionality score of 89 per cent.. This was closely followed by Netwealth with 88.9 per cent, and Praemium in third place with 84.8 per cent.
Submissions open for ifa Excellence Awards 2024 - ifa
2024年8月13日 · 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 ...
Privacy regulation enforcement can’t be industry funded: FAAA
4 天之前 · Speaking at an Association of Independently Owned Financial Professionals’ (AIOFP) Canberra Conference late last year, for instance, Minister for Financial Services Stephen Jones emphasised that “we’ve got an industry funding model right across the board, not just for financial advisers”.. One area that shouldn’t be hit with this model, according to …
FPA and AFA officially merge to become the FAAA - ifa
2023年4月3日 · 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 single team in one office, and ...
ifa unveils inaugural Australian Wealth Management Summit
2024年3月1日 · The inaugural Australian Wealth Management Summit 2024 will be held on Wednesday, 8 May 2024 at The Star, Sydney. Click here to buy tickets.. The one-day conference will delve into the latest developments in the financial services landscape, offering valuable insights to help industry professionals navigate domestic and global economic affairs.