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Independent Financial Adviser
22 小时
‘Continuum of advice’ key to expanding accessibility
According to the CEO of Otivo, digital advice could be the solution to Australia’s under-advice woes, allowing six times as ...
Independent Financial Adviser
20 小时
‘Too little, too late’: What can advisers expect from the CSLR review?
The government has launched a post-implementation review of the CSLR, but with a broad remit and an election on the way the ...
Independent Financial Adviser
22 小时
Younger investors leaning towards ETFs
Trading platform AUSIEX has broken down the most bought stocks in 2024 across different generations of Australians, with some ...
Opinion
Independent Financial Adviser
1 天
Opinion
Solving the longevity equation
The “Longevity Equation” represents one of retirement planning’s most significant challenges: how to ensure your money lasts ...
Independent Financial Adviser
1 天
Who pays for the $50m: CSLR funding mystery won’t be solved before election
The CSLR levy for FY26 will soar past the sub-sector cap, however the scheme’s CEO told ifa the lack of clarity on how the ...
Independent Financial Adviser
1 天
Former adviser pleads guilty to stealing $1m from clients
A Perth-based financial adviser has pleaded guilty to a total of five offenses related to the misappropriation of more than ...
Independent Financial Adviser
4 天
Managed account registrations continued to rise in 4Q24
According to the latest findings, the December quarter has seen a relative spike in the registration of managed accounts ...
Independent Financial Adviser
4 天
Coastal Advice Group partners with US-based private equity firm
The Newcastle-based advice firm has announced a long-term strategic partnership with Merchant Wealth Partners to support ...
Independent Financial Adviser
1 天
Dixon inquiry shouldn’t be a casualty of CSLR review: FAAA
On the back of the CSLR announcing a massive increase in the levy for next financial year, the FAAA has slammed the apparent effort to “avoid a genuine investigation” into the Dixon collapse.
Independent Financial Adviser
4 天
Cyber security a ‘fundamental professional requirement’ for advisers
While some small business owners may think themselves safe from cyber crimes, advisers are warned to take heed because cyber ...
Independent Financial Adviser
4 天
A ‘true partner’ to super: Industry farewells Stephen Jones
Super fund bodies have been quick to thank outgoing Financial Services Minister Stephen Jones for his contributions to the ...
Independent Financial Adviser
5 天
Numerisk looks to shield TPC members with Aegis insurance product
The Principals’ Community has appointed insurance brokerage Numerisk as the preferred insurance partner for its members, ...
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