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Qualified advisers the ‘biggest threat’ to professionalism
18 hours ago · The discussion about whether financial advisers are a profession has been going on for at least a decade, with the Australian Securities and Investments Commission (ASIC) stating in a 2014 submission that “significant changes” were needed before advisers could be considered a commission. “While there are people working in the financial advice industry who are professionals, the financial ...
Winners unveiled for Australian AI Awards 2024 - ifa
Nov 6, 2024 · Momentum Media has announced 26 winners across 10 individual and 15 group categories for its brand-new Australian AI Awards. Wealth management brands have emerged as some of the worthy winners at tonight’s inaugural Australian AI Awards 2024. With artificial intelligence rapidly permeating every industry, both small- to medium-sized ...
Insignia spruiks ‘power of financial advice’ in new strategy
1 day ago · Insignia Financial said its new business strategy is aimed at becoming Australia's “leading and most efficient wealth management company by 2030”, focusing on technology and product innovation, cost optimisation, and simplification. In an ASX announcement ahead of its investor day in Sydney, Insignia said that its strategy for the 2026-2030 ...
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.
‘Opportunity everywhere’: Creativity key to advisers maintaining …
3 days ago · There’s opportunity everywhere,” he said. “If technology is going to impact these jobs and legislation is going to impact these jobs for better or for worse, it just means that the people that are quickest at adapting to change and moving and coming up with new ways of doing things, whether that be volume, whether that be creating a new ...
Bounce back week for adviser numbers as 7 new licensees open
6 days ago · The financial advice sector has benefited from a net rise of 11 advisers this week, according to Wealth Data. In the week ending 7 November, overall adviser numbers neared the 15,500 mark yet again at 15,496. The week’s net growth of 11 was due to many advisers completing their move to new licensees, Wealth Data observed.
Webcasts - ifa
2 days ago · CSLR uncovered: Adviser impacts and the path forward. 12 November 2024. 11:00am AEDT • 60 minutes. Register now to watch the live webcast.
Submissions open for ifa Excellence Awards 2024 - ifa
Aug 13, 2024 · 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 ...
News for financial planners and advisers - ifa
Neither. 43.9%. See details. News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.