ifa - News and Insight for Independent Financial Advisers
The corporate regulator has defended its approach to disclosing conflicts of interest in response to questions from an independent senator
News for financial planners and advisers - ifa
2 days ago · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Standard of advice professionalism lifting ‘higher and higher’
5 days ago · Takeaways from 2024. How has the profession grown over the year? Like each year before it, I see the standard of advice professionalism lift higher and higher – more advisers are recognising their value is more than just product or strategy, and is in the ability to connect, understand, empathise and deliver for their clients.
'One-in-a-generation opportunity' to reimagine the SOA - ifa
1 day ago · “This inefficiency represents a massive opportunity for practices willing to reimagine their approach to advice delivery,” the firm said. However, even with no timeline for when these reforms may come into play, Adviser Ratings suggested that there is room for change within the current regulatory framework, with some advisers already utilising video record of advice discussions, AI-powered ...
FPA and AFA officially merge to become the FAAA - ifa
Apr 3, 2023 · The AFA and FPA confirmed that while FPA members will start to see a transition to the new FAAA branding over coming weeks, the AFA will continue to operate under its own brand until 30 June, when those members who renew will move to the FAAA.
More than 10m Australians open to seeking financial advice
Dec 10, 2024 · The 2024 Australian Financial Advice report reveals evolving priorities across Australia’s financial advice landscape, with insights into changing client expectations and adviser engagement.. The latest report indicates there is a high demand for advice, with more than 10 million Australians open to seeking financial advice.
Advice profession has ‘started paying attention to wealth …
Jan 4, 2025 · What was the most significant thing (good or bad) to come out of this year? I think 2024 might be recognised as the year the industry finally started paying attention to wealth accumulators. I’ve seen more than a few new advisers and advisories pop up who are solely focused on providing advice ...
IFA Excellence Awards - 2024 Winners and Finalists | IFA
Holistic Adviser of the Year - NSW. Abraham Aguilan, Affluens360 Tanya Carlson, Amplify Wealth Management. Andrew Debono, Peak Wealth Management. Stefano Duro, Pure Private Wealth
Winners unveiled for ifa Excellence Awards 2024 - ifa
Dec 5, 2024 · Members of the financial services industry gathered tonight (Thursday, 5 December 2024) for the 11th annual ifa Excellence Awards ceremony at The Fullerton Hotel in Sydney, hosted with support from principal partner Padua.A total of 36 winners were honoured for excellence tonight out of over 300 finalists who competed across 20 individual and 13 group submission-based categories.
Finalists revealed for ifa Excellence Awards 2024 - ifa
Oct 14, 2024 · Returning for its 11th year, in collaboration with principal partner Padua, the ifa Excellence Awards celebrates the outstanding achievements of independent financial advisers and practices, as well as the broader financial services industry across Australia. A total of 304 finalists will battle it out for awards across 20 individual and 13 group submission-based categories this year.