ifa - News and Insight for Independent Financial Advisers
Flying the flag for Australia’s independent advice community.
Financial advice market ‘shift’ a factor in AML/CTF regime: FAAA
12 hours ago · In its submission to the Senate legal and constitutional affairs committee inquiry into the Anti-Money Laundering and Counter Terrorism Financing Amendment Bill 2024, the Financial Advice Association Australia (FAAA) said there have been considerable changes to the financial advice landscape since the AML/CTF regime was introduced.
News for financial planners and advisers - ifa
5 days ago · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Adviser numbers up 159 across September quarter - ifa
4 days ago · Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter. The research house found that between 1 July to 30 September 2024, there was a net rise of 159 advisers in the three-month period, an improvement from 108 in Q3 last year. This quarter’s growth ...
Australia’s top adviser platforms ranked - ifa
Feb 24, 2021 · The Investment Trends 2020 Platform Benchmarking & Competitive Analysis Report, which ranks 15 major investment platforms according to functionality and adviser preferences, revealed that HUB24 had secured the top overall ranking with a functionality score of 89 per cent.. This was closely followed by Netwealth with 88.9 per cent, and Praemium in third place with 84.8 per cent.
Submissions open for ifa Excellence Awards 2024 - ifa
Aug 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 ...
FPA and AFA officially merge to become the FAAA - ifa
Apr 3, 2023 · The AFA and FPA confirmed that while FPA members will start to see a transition to the new FAAA branding over coming weeks, the AFA will continue to operate under its own brand until 30 June, when those members who renew will move to the FAAA.
What’s the value of a CFP? - ifa
Oct 3, 2024 · Looking at quality of life, unadvised respondents rated at 62, while non-CFP advised clients were at 71 and CFP advised clients rated a 77. The difference was even more stark when looking at financial confidence and financial satisfaction, with …
Praemium reports strong Q3 inflows as adviser outflows ease
9 hours ago · This compared to outflows of $414 million in the June quarter as a result of transitioning advisers from Powerwrap. Net platform inflows were supported by $837 million in positive market movements. The Praemium SMA saw inflows of $165 million, up from $149 million, and OneVue saw inflows of $34 ...
Super funds and insurers welcome ‘crucial’ advice reforms
Dec 8, 2023 · The financial advice reform package unveiled by the Albanese government on Thursday has been widely embraced by major players in the superannuation and insurance industries, who say that the move will allow millions more Australians to access quality advice.