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Independent Financial Adviser
13 小时
‘Outrageously optimistic’ for the year ahead
Financial adviser and PlanningSolo founder, Jordan Vaka, explains the importance of community among advisers as part of ifa’s ...
Independent Financial Adviser
13 小时
Your holiday reading list of books by advisers
Targeted towards women, Baker’s book covers the fundamentals of finance, long-term wealth accumulation, navigating aged care ...
Independent Financial Adviser
13 小时
Government launches Regulatory Initiatives Grid, DBFO consultations set for Q1
The first edition of the federal government’s Regulatory Initiatives Grid lists public consultation on exposure draft ...
Independent Financial Adviser
13 小时
‘Accessibility, affordability, talent pipelines, tech’: The big issues of 2024
Senior financial planner at Rising Tide Financial Services, Rebecca Pritchard, explains how the profession embraced ...
Independent Financial Adviser
1 天
Adviser losses to ‘offset’ new entrant gains
Colin Williams, founder of Wealth Data, said: “We are expecting more new entrants to join the FAR, but the last week of ...
Independent Financial Adviser
1 天
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
1 天
$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
1 天
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
4 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
4 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
6 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
7 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 ...
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