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Independent Financial Adviser
8 小时
ASIC continues focus on dodgy super switching in 2025 enforcement priorities
The corporate regulator has put “misconduct exploiting superannuation savings” right at the top of its list for enforcement ...
Independent Financial Adviser
8 小时
‘Long way to go’ before CSLR is sustainable: What changes are on the table?
In August, Financial Advice Association Australia (FAAA) chief executive Sarah Abood and chair David Sharpe met with Minister ...
Independent Financial Adviser
9 小时
Financial adviser numbers back above 15,500
Two weeks of double-digit increases in adviser numbers has seen the the profession return to above 15,500 this ...
Independent Financial Adviser
9 小时
Platforms constraining advisers’ ability to deliver access to alternatives: Report
New research has revealed that high-net-worth investors are increasingly interested in alternative assets; however, some ...
Independent Financial Adviser
1 天
Qualified advisers the ‘biggest threat’ to professionalism
After five years of intense change, many believe the advice industry has reached the benchmark to be considered a profession, ...
Independent Financial Adviser
1 天
CFS to ease access to global markets with expanded menu
Colonial First State (CFS) has announced the launch of international signature managed accounts on its Edge platform, ...
Independent Financial Adviser
1 天
The CSLR is ‘needed’, how it’s funded is the issue
Speaking on an ifa webcast breaking down the Compensation Scheme of Last Resort (CSLR), the scheme’s CEO, David Berry, argued ...
Independent Financial Adviser
1 天
Centrepoint adviser network gains access to Morningstar offering
Centrepoint Alliance licensee practices will now be able to access Morningstar AdviserLogic software, marking a “significant ...
Independent Financial Adviser
2 天
Should AFCA only consider capital losses in its determinations?
The head of a licensee says that providing compensation on a “but for” case is unfairly costing advisers for hypothetical ...
Independent Financial Adviser
2 天
How to foster diversity and inclusion in the workplace
Ahead of the Women in Finance Summit 2024, Matina Moffitt, partner, financial services – superannuation, audit, and assurance ...
Independent Financial Adviser
2 天
Federal Court dismisses Resolution Life AFCA appeal
The Federal Court has affirmed the Australian Financial Complaints Authority’s (AFCA) determination in relation to Resolution ...
Independent Financial Adviser
2 天
Intelliflo partnership introduces ‘gamified’ client questionnaires
The partnership will see Capital Preferences’ behavioural economics and decision science expertise utilised on intelliflo’s ...
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