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Independent Financial Adviser
7 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
6 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
7 小时
Balancing opportunity and risk of AI in advice
AI has quickly worked its way into advice technology, but how much should AI be taking on and how far will it go?
Independent Financial Adviser
7 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
6 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
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
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
2 天
Why advisers can help nail the ‘right idea at the right time’
According to an adviser, timing is the most important factor when it comes to money, with his new book explaining how ...
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
Insignia spruiks ‘power of financial advice’ in new strategy
Ahead of its investor day, the firm has outlined its goal of building out its advice businesses to help “improve people’s ...
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