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Independent Financial Adviser
7 小时
Australians prioritising insurance on possessions over themselves
Independent research has revealed that working Australians are almost three times as likely to insure their material ...
Independent Financial Adviser
6 小时
Should the CSLR be able to exclude ‘but for’ determinations?
The debate over AFCA’s use of ‘but for’ determinations has played out on multiple fronts over the last week, with a chorus of ...
Independent Financial Adviser
7 小时
Lonsec partners with ifa Excellence Awards 2024
Now in its 11th year, the ifa Excellence Awards, run with support from principal partner Padua, will celebrate the ...
Independent Financial Adviser
6 小时
SOA reforms won’t override importance of record keeping: Kirkland
The ASIC commissioner has argued that when the second tranche of DBFO reforms streamlines statements of advice, record ...
Independent Financial Adviser
6 小时
What advisers need to look for when assessing a licensee
While most advisers likely only look closely at their licensee when things start going wrong, an industry executive has said ...
Opinion
Independent Financial Adviser
7 小时
Opinion
Urgent action needed on intergenerational opportunity
The advice industry’s all-talk, no-action approach to the intergenerational wealth transfer is turning this golden ...
Independent Financial Adviser
7 小时
AMP aiming to be an ‘advocate for advice’ following licensee sale completion
While the name for the joint venture created through the strategic partnership is yet to be announced, its CEO said the deal ...
Independent Financial Adviser
6 小时
Personal advice 5th most common complaint made against investment and advice firms in 2023/24
In financial year 2023-24, 4.7 million complaints were reported by financial firms of all types under the internal dispute resolution (IDR) data reporting framework.
Independent Financial Adviser
1 天
CALI urges government action on genetic test results ban
The Council of Australian Life Insurers has called on the government to introduce legislation banning the use of genetic test ...
Independent Financial Adviser
1 天
Is Albanese’s legislative blitz a shield against the guillotine?
This led to whispers in the halls of the Brisbane Convention Centre, where advisers quietly questioned the true motives ...
Independent Financial Adviser
4 天
Wilsons Advisory mining for diverse talent with Associate Adviser Program
The national advisory firm has announced the launch of a new Associate Adviser Program to create a pipeline for the next ...
Independent Financial Adviser
5 天
Advisers have a ‘responsibility’ to address suspected abuse
As awareness for economic abuse increases, TAL’s latest Risk Academy session has provided advisers with essential guidance to ...
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