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Independent Financial Adviser
2 小时
Advisers favour managed accounts for efficiency boost
CFS group executive of distribution Bryce Quirk explained that advisers have begun utilising managed accounts more over ...
Independent Financial Adviser
2 小时
Industry groups look to avoid getting caught up in CSLR
The minister’s special levy discretion has prompted a flurry of concerned submissions to the Senate’s inquiry into Dixon ...
Independent Financial Adviser
2 小时
Advisers to benefit from AdviserLogic platform integration
FirstChoice platform users will now be able to cut time spent on administration by utilising the platform’s new integration ...
Independent Financial Adviser
3 小时
ASIC to consult on series of RG updates in 2025
The corporate regulator has announced it will consult with industry stakeholders on a range of regulatory guide updated in ...
Opinion
Independent Financial Adviser
8 小时
Opinion
The future of financial advice in Australia
The future of financial advice is digital — it has to be. With the average cost of receiving financial advice currently ...
Independent Financial Adviser
23 小时
FSC argues government should fund ‘one-off injection’ to cover Dixon CSLR hit
Among 20 recommendations that the FSC has delivered to the Senate inquiry, it has pushed the government to take on the cost ...
Independent Financial Adviser
23 小时
Advisers remain in short supply according to JSA
Jobs and Skills Australia (JSA) has kept financial investment adviser as an occupation in shortage following it first ...
Independent Financial Adviser
1 天
‘Bright future ahead’ for post-royal commission advisers
Almost six years on from commissioner Kenneth Hayne handing over the final report of the Royal Commission into Misconduct in ...
Independent Financial Adviser
2 天
Are ‘proactive’ paraplanners the key to boosting client capacity?
As client capacity has become a top concern for advisers, could paraplanners be the answer to reducing advisers’ workload, ...
Independent Financial Adviser
3 天
Adviser hit with 3 month suspension over ROA misuse
The FSCP has handed down a three month suspension to a financial adviser for incorrect use of records of advice for three ...
Independent Financial Adviser
3 天
Super funds should ‘keep pressuring’ Labor on QAR changes: Howarth
The shadow financial services minister has used a speech at the ASFA conference to urge swift action in delivering advice ...
Independent Financial Adviser
3 天
‘Middleware’ key to easing beleaguered advisers’ data woes
As the advice profession scrambles for ways to improve efficiency, an Australian fintech has said advisers need a technology ...
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