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Independent Financial Adviser
10 小时
Centrepoint adviser network gains access to Morningstar offering
Centrepoint Alliance licensee practices will now be able to access Morningstar AdviserLogic software, marking a “significant ...
Independent Financial Adviser
9 小时
Qualified advisers the ‘biggest threat’ to professionalism
The discussion about whether financial advisers are a profession has been going on for at least a decade, with the Australian ...
Independent Financial Adviser
9 小时
The CSLR is ‘needed’, how it’s funded is the issue
Speaking on an ifa webcast breaking down the Compensation Scheme of Last Resort (CSLR), the scheme’s CEO, David Berry, argued ...
Independent Financial Adviser
9 小时
CFS to ease access to global markets with expanded menu
Colonial First State (CFS) has announced the launch of international signature managed accounts on its Edge platform, ...
Independent Financial Adviser
1 天
Why advisers can help nail the ‘right idea at the right time’
According to an adviser, timing is the most important factor when it comes to money, with his new book explaining how ...
Independent Financial Adviser
1 天
Should AFCA only consider capital losses in its determinations?
The head of a licensee says that providing compensation on a “but for” case is unfairly costing advisers for hypothetical ...
Independent Financial Adviser
1 天
Insignia spruiks ‘power of financial advice’ in new strategy
Ahead of its investor day, the firm has outlined its goal of building out its advice businesses to help “improve people’s ...
Independent Financial Adviser
1 天
Federal Court dismisses Resolution Life AFCA appeal
The Federal Court has affirmed the Australian Financial Complaints Authority’s (AFCA) determination in relation to Resolution ...
Independent Financial Adviser
1 天
Intelliflo partnership introduces ‘gamified’ client questionnaires
The partnership will see Capital Preferences’ behavioural economics and decision science expertise utilised on intelliflo’s ...
Independent Financial Adviser
2 天
AMP bolsters North’s operations with new leadership team hires
North, AMP’s wrap platform, has announced three new senior hires to strengthen the platform’s client servicing, investment ...
Independent Financial Adviser
2 天
Super funds to advise the ‘missing middle’
An industry veteran says superannuation funds should be doing more to help Australians manage their retirement savings while ...
Independent Financial Adviser
3 天
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 ...
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