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Independent Financial Adviser
1 天
Adviser hit with 3 month suspension over ROA misuse
The FSCP has handed down a three month suspension to a financial adviser for incorrect use of records of advice for three ...
Independent Financial Adviser
1 天
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
1 天
‘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
1 天
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
1 天
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
1 天
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
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
2 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
2 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
2 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
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 ...
Independent Financial Adviser
3 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 ...
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