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Adviser numbers up 159 across September quarter - ifa
1 天前 · Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter. The research house found that between 1 July to 30 September 2024, there was a net rise of 159 advisers in the three-month period, an improvement from 108 in Q3 last year. This quarter’s growth was underpinned by the 201 new entrants who ...
Will licensees maintain onerous SOA requirements despite DBFO …
1 天前 · In response to these concerns, head of financial literacy and advocacy for BT, Bryan Ashenden, told ifa that licensees will likely maintain at least some additional requirements if SOA regulations are reduced. However, as a draft has yet to be released, he said this is purely speculative at this point. “I would expect most licensees would ...
IFA Excellence Awards - 2024 Finalists | IFA
Transformation of the Year - Individual. Jessica Brizuela, Allied Wealth. John Cachia, Thriving Wealth. Joel Carty, Solace Financial. Yin Chin (Janice) Choo, Big Oak Financial Services. Michael Khouri, Better Financial Planning Australia. Timothy Lea, Pivot Wealth. Adam Niksic, RSM Financial Services Australia. Wayne Terry, Financial Edge Group.
Finalists revealed for ifa Excellence Awards 2024 - ifa
2024年10月11日 · 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.
News for financial planners and advisers - ifa
2 天之前 · Neither. 43.9%. See details. News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Submissions open for ifa Excellence Awards 2024 - ifa
2024年8月13日 · The unparalleled ifa Excellence Awards is returning for its 11 th year, with support from principal partner Padua, to recognise independent financial advisers and their practices as well as the top businesses and professionals in the financial services sector across Australia.. Submit an entry or nominate a worthy colleague or business by Thursday, 12 September 2024, for the opportunity to be ...
Retirement and advice reforms could see Australia become a …
2024年9月12日 · The Retirement Income Covenant (RIC) and the proposed introduction of a new class of advisers that can provide basic advice are among the measures that Natixis Investment Managers’ annual Global Retirement Index report has highlighted as a “global opportunity for learning and adaptation”.. The Natixis IM report, created with CoreData, assesses factors that drive retirement security ...
Australia’s top adviser platforms ranked - ifa
2021年2月24日 · The Investment Trends 2020 Platform Benchmarking & Competitive Analysis Report, which ranks 15 major investment platforms according to functionality and adviser preferences, revealed that HUB24 had secured the top overall ranking with a functionality score of 89 per cent.. This was closely followed by Netwealth with 88.9 per cent, and Praemium in third place with 84.8 per cent.
Top QAR recommendations revealed - ifa
2023年2月8日 · Recommendation 4 – Good Advice Duty. “A person who provides personal advice to a retail client must provide the client with good advice,” the QAR reads. Good advice, according to Ms Levy, means personal advice that is, at the time it is provided: a) fit for purpose having regard to: i) if the advice is: 1) given in response to a request ...