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Independent Financial Adviser
18 小时
The 2024 risk wrap: DBFO, commissions and too few advisers
Kicking off 2024, in January the Financial Advice Association Australia (FAAA) declared that the advised life insurance ...
Independent Financial Adviser
18 小时
$200k tax bill leads to FSCP action
The FSCP has given a relevant provider a written direction after a superannuation rollover resulted in tax bill of over ...
Independent Financial Adviser
17 小时
Adviser losses to ‘offset’ new entrant gains
The latest weekly numbers for 2024 from Wealth Data, the final ones for the year, show the industry is so far reporting a ...
Independent Financial Adviser
17 小时
ASIC prosecution leads to 3-year sentence for Courtenay House promoter
David Sipina has been sentenced to three years under an intensive correction order for his role in the unlicensed Courtenay House financial services.
Independent Financial Adviser
3 天
Bolstered billionaire set an opportunity for advice
As advisers put greater focus on providing offerings for high-net-worth investors, research from UBS has found the number of ...
Independent Financial Adviser
3 天
Should the CSLR be extended to cover managed investment schemes?
The SMSF Association is the latest body to push for the inclusion of managed investment schemes in the CSLR; however, not all ...
Independent Financial Adviser
5 天
ASIC sues crypto firm over alleged misclassification of retail clients
The corporate regulator has launched action in the Federal Court against a crypto company after more than 500 retail clients ...
Independent Financial Adviser
6 天
AIA renews group insurance partnership with CFS
Following a thorough review, AIA Australia has renewed its group insurance partnership with Colonial First State for another ...
Independent Financial Adviser
4 天
‘Convenience and flexibility’: Digital delivery in high demand
With technology so thoroughly embedded in everyday life, the ability of advisers to utilise digital tools in their service ...
Independent Financial Adviser
3 天
Advisers making a ‘lasting impact on financial wellbeing’
What was the biggest achievement for the profession this year? This year, the financial advice profession made tremendous ...
Independent Financial Adviser
5 天
CFS launches ‘flexible’ investment solutions to combat market volatility
Colonial First State has unveiled a suite of new investment solutions on its FirstChoice and Edge platforms, giving advisers ...
Independent Financial Adviser
4 天
Australians wary but confident about retirement prospects: Report
While the cost of living remains the primary concern among Australians, a new report has found retirees are seemingly more ...
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