ifa - News and Insight for Independent Financial Advisers
WEBAdvisers deliver clients 5.7% value in 2024. According to a new report, advised investors are at least 5.7 per cent better off than non-advised investors.
New report highlights significant unmet advice need in the SMSF …
WEB9 hours ago · There is a significant unmet financial advice need in the SMSF sector as the gap between the supply of financial advisers and the increasing demand for advice grows, according to Class’ new 2024 Annual Benchmark Report.. The report highlighted research recently released by Vanguard which put the number of non-advised SMSFs at 475,000 or around 77 per cent of all SMSFs, with about 25 per cent ...
News for financial planners and advisers - ifa
WEB3 days ago · August financial adviser exam pass rate plummets. News | 06 September 2024 | by Keith Ford. ASIC has released the results from the 26th cycle of the exam, with the pass mark at its lowest level since November 2022. Read more.
Finalists revealed for first-ever Momentum Media Australian AI …
WEB1 day ago · The prestigious Momentum Media Australian AI Awards will premiere as a black-tie gala ceremony on Wednesday, 6 November 2024 at the Four Seasons, Sydney. Click here to buy tickets.. The awards – which are the first of its kind in Australia – will provide national recognition to professionals and organisations who have developed innovative artificial intelligence solutions that have ...
FAAA CEO hopes DBFO reform won’t be sidelined amid scam …
WEB8 hours ago · Reflecting on Minister for Financial Services Stephen Jones’ recent shift in focus towards tackling scams – an initiative welcomed by the advice community but criticised for potentially delaying DBFO reform – Abood acknowledged that while scams are indeed a significant issue, she hopes DBFO isn’t being sidelined.
Major step forward for the profession: Industry welcomes …
WEB1 day ago · In a statement released on Tuesday afternoon, the Financial Advice Association Australia (FAAA) declared victory, having led the charge in calling for an inquiry into the CSLR. “Today marks a major step forward for our profession, and we want to thank Senator Hanson for her support in seeking transparency and for backing Australia’s small ...
'Hidden epidemic': Advisers' role in addressing suspected financial ...
WEB8 hours ago · Financial abuse is a “hidden epidemic” impacting one in six women and one in 13 men in Australia, according to Catherine Fitzpatrick, an adjunct associate professor at the University of New South Wales’ (UNSW) School of Social Sciences and social entrepreneur. Speaking to ifa, Fitzpatrick explained that financial abuse occurs at almost ...
FPA and AFA officially merge to become the FAAA - ifa
WEBApr 3, 2023 · The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have legally completed their merger to form the Financial Advice Association Australia (FAAA). In a statement issued on Monday, the FPA and AFA confirmed that from 3 April 2023, their staff will come together as a …
Over $3bn paid or offered in compensation for financial advice
WEBFeb 14, 2022 · Six of Australia’s biggest banking and financial services institutions have paid or offered over $3 billion in compensation for financial advice-related misconduct, ASIC has revealed. The corporate regulator has confirmed that $3.15 billion as at 31 December 2021 has been paid or offered to customers of AMP, ANZ, CBA, Macquarie, NAB and ...
Latest Issue - ifa
WEBFor over 14 years ifa magazine has been the trusted source of information for Australia's financial planning sector. From business growth strategies and best practice to market intelligence, insights, opinion and all the latest industry news, ifa magazine is the must-read title for Australian financial planners and advisers. subscribe now.
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