ifa - News and Insight for Independent Financial Advisers
WEBAdvisers deliver clients 5.7% value in 2024. According to a new report, advised investors are at least 5.7 per cent better off than non-advised investors.
Finalists revealed for first-ever Momentum Media Australian AI …
WEB1 day ago · The prestigious Momentum Media Australian AI Awards will premiere as a black-tie gala ceremony on Wednesday, 6 November 2024 at the Four Seasons, Sydney. Click here to buy tickets.. The awards – which are the first of its kind in Australia – will provide national recognition to professionals and organisations who have developed innovative artificial intelligence solutions that have ...
News for financial planners and advisers - ifa
WEB3 days ago · August financial adviser exam pass rate plummets. News | 06 September 2024 | by Keith Ford. ASIC has released the results from the 26th cycle of the exam, with the pass mark at its lowest level since November 2022. Read more.
Submissions open for ifa Excellence Awards 2024 - ifa
WEBAug 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 ...
Financial advice just as valuable in rising markets as downturns
WEB3 days ago · The annual analysis reveals the overall value of an adviser in Australia in 2024 is approximately 5.7% -- or substantially higher than the typical fee they charge. This is calculated by adding together the value generated by asset allocation advice (1.1%), behavioural coaching (3.3%) and tax planning (1.3%).
FPA and AFA officially merge to become the FAAA - ifa
WEBApr 3, 2023 · The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have completed their merger to create the Financial Advice Association Australia (FAAA). The new association will have a unified voice for the financial advice profession and a new logo with three speech bubbles.
Over $3bn paid or offered in compensation for financial advice
WEBFeb 14, 2022 · Six of Australia’s biggest banking and financial services institutions have paid or offered over $3 billion in compensation for financial advice-related misconduct, ASIC has revealed. The corporate regulator has confirmed that $3.15 billion as at 31 December 2021 has been paid or offered to customers of AMP, ANZ, CBA, Macquarie, NAB and ...
‘Enough space’ for independent advice and institutions - ifa
WEBFeb 15, 2024 · There has been considerable concern from advisers following Financial Services Minister Stephen Jones’ December announcement that banks and superannuation funds will be invited back into the financial advisory field as part of the Quality of Advice Review (QAR) reforms. Speaking on a recent ifa podcast, chief executive of the Financial ...
Super funds and insurers welcome ‘crucial’ advice reforms
WEBDec 8, 2023 · Aware Super chief executive officer Deanne Stewart said the reforms represent a “crucial extension” to the advice services super funds can currently offer their members. “ These important reforms enable us to significantly increase the scale at which we can provide safe, accessible, and high-quality financial advice to the 5 million ...
Podcast - ifa
WEBAug 28, 2024 · Podcast - A series of videos providing industry insights ideal for independent financial planners and advisers.