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Independent Financial Adviser
3 天
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
3 天
‘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
3 天
‘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
3 天
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
4 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
4 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
7 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
7 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
$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
9 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
8 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
10 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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