ifa - News and Insight for Independent Financial Advisers
The corporate regulator has announced the permanent ban of a Queensland-based former adviser that was sentenced to seven years’ imprisonment
IFA Excellence Awards - 2024 Winners and Finalists | IFA
Holistic Adviser of the Year - NSW. Abraham Aguilan, Affluens360 Tanya Carlson, Amplify Wealth Management. Andrew Debono, Peak Wealth Management. Stefano Duro, Pure Private Wealth
About us - ifa
Phillip is a media executive with over 20 years’ experience, in a career that spans finance, real estate, business and economics. He has a passion for property and leads the content strategy for the market and business intelligence platforms at Momentum Media (www.momentumemdia.com.au) aimed at the real estate and consumer wealth sectors.This includes REB (realestatebusines.com.au), RPM ...
News for financial planners and advisers - ifa
4 days ago · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Advice profession has ‘started paying attention to wealth …
Jan 4, 2025 · What was the most significant thing (good or bad) to come out of this year? I think 2024 might be recognised as the year the industry finally started paying attention to wealth accumulators. I’ve seen more than a few new advisers and advisories pop up who are solely focused on providing advice ...
Standard of advice professionalism lifting ‘higher and higher’
Jan 6, 2025 · Takeaways from 2024. How has the profession grown over the year? Like each year before it, I see the standard of advice professionalism lift higher and higher – more advisers are recognising their value is more than just product or strategy, and is in the ability to connect, understand, empathise and deliver for their clients.
Client fee increases slowing after 7-year climb - ifa
5 days ago · While the data shows that 68 per cent of Australians see the benefit of professional financial advice, according to the 2024 Australian Financial Advice Landscape report, just 6 per cent are willing to pay more than $2,500.. In order to meet prospective clients in the middle, Adviser Ratings found that practices have started to employ tiered service models, allowing clients to access different ...
OFA consents see DBFO drafting under fire yet again - ifa
Dec 18, 2024 · “A key difference between the old and new OFA regimes is that fee recipients now have the ability to amend each client’s anniversary day for the provision of their consent to renew (for example, to coincide with the end of the financial year).”
Winners unveiled for ifa Excellence Awards 2024 - ifa
Dec 5, 2024 · Members of the financial services industry gathered tonight (Thursday, 5 December 2024) for the 11th annual ifa Excellence Awards ceremony at The Fullerton Hotel in Sydney, hosted with support from principal partner Padua.A total of 36 winners were honoured for excellence tonight out of over 300 finalists who competed across 20 individual and 13 group submission-based categories.
Finalists revealed for ifa Excellence Awards 2024 - ifa
Oct 14, 2024 · Returning for its 11th year, in collaboration with principal partner Padua, the ifa Excellence Awards celebrates the outstanding achievements of independent financial advisers and practices, as well as the broader financial services industry across Australia. A total of 304 finalists will battle it out for awards across 20 individual and 13 group submission-based categories this year.