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Independent Financial Adviser
2 天
Adviser numbers up 159 across September quarter
Adviser numbers showed strong improvement during the first quarter of FY2024–25, with Wealth Data revealing the top five ...
Independent Financial Adviser
2 天
Will licensees maintain onerous SOA requirements despite DBFO changes?
Industry experts have suggested that while licensees won’t be “deliberately setting out to block the effectiveness” of ...
Independent Financial Adviser
2 天
Netwealth’s Flux acquisition a ‘natural fit’
Chief executive Matt Heine says Netwealth’s latest move will help advisers “engage with the next generation of investors”.
Independent Financial Adviser
3 天
Adviser inflows bolster AMP North as AUM hits $78bn
The platform saw a 76 per cent increase in net cashflows for the September quarter, while AMP’s new partnership for its ...
Independent Financial Adviser
3 天
Privacy regulation enforcement can’t be industry funded: FAAA
The FAAA has largely backed proposed amendments to the Privacy Act, however it has pushed back against the possibility of the ...
Independent Financial Adviser
2 天
ASIC announces executive leadership appointments
An AUSTRAC executive and the corporate regulator’s general counsel are joining ASIC’s senior executive leadership team.
Independent Financial Adviser
3 天
Low financial understanding holding back ‘aspiring’ Australians
Financial advisers are key to helping younger Australians reach their financial goals, yet just 7 per cent have an ongoing ...
Independent Financial Adviser
3 天
Challenger 1Q25 life sales down 14%
The firm had $2.4 billion of total life sales over the quarter, attributing the dip to a $619 million lifetime annuity deal ...
Independent Financial Adviser
2 天
How women can build a personal ‘advisory board’
Building a network of mentors and coaches with varied skill sets could help women achieve their career goals, according to an FBAA executive.
Independent Financial Adviser
3 天
‘Spectrum of advice needs’: CFS details digital advice offering
Otivo and CFS have officially launched their $88 digital advice tool for unadvised FirstChoice members, while acknowledging ...
Independent Financial Adviser
5 天
Sandwich generation offers advisers chance for 'lasting relationships'
The ‘sandwich generation’ is under mounting financial pressure, driving increased reliance on financial advisers who now have ...
Independent Financial Adviser
3 天
Individual risk sales down 8.5%
Total in-force risk business (individual and group) written by life companies decreased by 0.8 per cent in the year to June ...
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