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Independent Financial Adviser
16 小时
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
21 小时
Morningstar expands AdviserLogic team
The advice tech company has appointed two new members to its AdviserLogic team, which it says further solidifies its “ongoing ...
Independent Financial Adviser
21 小时
Clime launches advice licensee following Madison divestment
Clime has opened a new AFSL with eight advisers following its sale of Madison Financial Group earlier this year.
Independent Financial Adviser
16 小时
‘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 ...
Independent Financial Adviser
20 小时
Adviser hit with 3 month suspension over ROA misuse
The Financial Services and Credit Panel (FSCP) has announced its latest verdict, suspending an adviser’s registration for ...
Independent Financial Adviser
21 小时
Sequoia prioritising organic growth for FY24–25
The financial services group has said it will focus on growing its licensee services market share organically, among other ...
Independent Financial Adviser
21 小时
ASIC updates regulatory guidance docs ahead of DBFO changes
The corporate regulator has delivered a swathe of updated guidance documents for financial advisers in line with the first tranche of DBFO reforms.
Independent Financial Adviser
1 天
Praemium strengthens ‘alliance’ with Perth-based firm
Financial services firm Euroz Hartleys aims to onboard more than 1,000 portfolios to Praemium’s Scope solution as it adopts ...
Independent Financial Adviser
1 天
Top advice practices 24% more profitable: Report
Advisely’s Need for Speed report, based on the inaugural findings of the Advisely Index, found that Australia’s top ...
Independent Financial Adviser
1 天
Chalmers links retirement reforms to DBFO
Addressing the Association of Superannuation Funds of Australia (ASFA) conference on Wednesday, Treasurer Jim Chalmers ...
Independent Financial Adviser
2 天
Jones ‘guarantees’ broad support for DBFO amid reports of industry fractures
The Financial Services Minister has played down media reports that there have been serious schisms in the consultation ...
Independent Financial Adviser
1 天
Simple advice is ‘basic customer service’: CALI
CALI’s CEO says life insurers aren’t looking to encroach on the “important work” financial advisers by offering simple advice ...
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