IFA

Financial planning

Money Management’s sister title ifa has announced 36 winners for the 11th annual ifa Excellence Awards 2024 at a ceremony in Sydney....

Financial planning

Over 300 finalists will compete for awards as ifa celebrates success at the ifa Excellence Awards, to be held on Thursday, 5 December....

People & Products

ifa is hosting a free webcast in February on how one retirement income solution could prepare clients for retirement, sponsored by Allianz Retire+....

Financial planning

Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony...

Financial planning

Nominations and submissions have opened for the 2023 ifa Excellence Awards to be held in Sydney on 6 December....

Financial planning

Despite a push for advice from banks and super funds, high-net-worth individuals favour advice from IFAs and just 10 per cent would want advice from their super fund, acc...

Financial planning

Australian Super chief executive, Ian Silk has questioned whether industry funds might have to accept responsibility for the quality of advice provided by Independent Fin...

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Financial planning

Rising authorised representative costs might make it more sensible for independent financial advisers with relatively low turnovers to consider becoming salaried planners...

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Life/Risk

Zurich has flagged growing its business on the back of completing its acquisition of ANZ’s OnePath life insurance business....

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Funds management

Financial planners recommending managed accounts has doubled, despite users lacking proper education....

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People & Products

ClearView has created a new role squarely aimed at enhancing its relationship with independent financial advisers....

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Funds management

Industry Super Australia chief executive, David Whiteley has claimed the RG97 carve-out of investments via platforms represents a key distortion....

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Superannuation

Industry Super Australia is claiming the interests of the big banks have been put ahead of those of consumers under the ATO’s proposed approach to employee selection of s...

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Financial planning

The IFA market has marched ahead of the aligned channel in using managed accounts, with penetration in banks slower due to their conservative approach....

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Funds management

Industry Super Australia has declared an interest in agriculture investment in the right circumstances and with the right changes being made....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 2 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 3 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months 3 weeks ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

1 week ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

1 week 5 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

2 weeks 3 days ago