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Independent Financial Adviser
7 小时
‘Seems to be a bit of a problem’: Bragg takes aim at Jones
Liberal senator Andrew Bragg has questioned whether Stephen Jones’ office is the source of the slow progress on financial ...
Independent Financial Adviser
7 小时
LGT Crestone to acquire Commonwealth Private Advice
Australia’s largest bank is set to fully exit the advice space as LGT Crestone announces plans to purchase Commonwealth ...
Independent Financial Adviser
8 小时
Shifting advice space driving paraplanning evolution
According to an industry veteran, after a decade of stalled progress, paraplanners will need to evolve as the profession sees ...
Independent Financial Adviser
8 小时
Advice firms announce strategic merger
Two NSW-based financial advice businesses have announced a strategic merger in order to leverage combined their skills and ...
Independent Financial Adviser
8 小时
Kirkland cautions against ‘snake oil’ salesmen recommending super switching
ASIC commissioner Alan Kirkland has continued the regulator’s cold-calling and inappropriate super switching, calling it the ...
Independent Financial Adviser
3 天
‘Pretty scathing’: Has ASIC taken the wrong approach to filing court action?
In dismissing the regulator’s civil action against a former Dixon Advisory director, the judge said ASIC’s use of concise ...
Independent Financial Adviser
3 天
How can advisers prepare for DBFO reforms now?
According to an industry expert, advisers should be taking charge of their advice processes to improve efficiency now, rather ...
Independent Financial Adviser
3 天
Bounce back week for adviser numbers as 7 new licensees open
Several new licensees have kicked off in the last week, according to Wealth Data, with a large number leaving AMP Financial ...
Independent Financial Adviser
6 天
CFS partners with advice firm to provide ‘modular’ advice to super members
The company has struck a deal with an advice firm that would allow FirstChoice members to access professional advice for as ...
Independent Financial Adviser
5 天
‘Inherent conflict’ in AFSLs assessing sophisticated investors: ASIC
The corporate regulator has told a parliamentary committee that AFS licensees determining whether an investor is ...
Independent Financial Adviser
4 天
‘Fundamental redefinition’: Are traditional advice models a dying breed?
A massive shift towards privately owned licensees could signal a new era for the financial advice profession, but could also ...
Independent Financial Adviser
10 天
FAAA highlights role of advisers in stopping financial abuse
Financial advisers are “uniquely positioned to detect signs of financial abuse”, according to the FAAA, while also flagging ...
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