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Independent Financial Adviser
6 小时
‘Inefficient and frustrating’: FAAA backs advice fee consent improvements
The current state of fee consent forms doesn’t benefit anyone, according to the FAAA, and standardisation is “universally ...
Independent Financial Adviser
6 小时
How advice firms can mitigate a major point of cyber ‘vulnerability’
The impact that a cyber incident can have on an advice firm goes beyond just financial damage, according to an industry ...
Independent Financial Adviser
6 小时
Viridian urging HSC graduates to join the profession
With many of Australia’s young people anxiously awaiting their Higher School Certificate (HSC) results, set to be released on ...
Independent Financial Adviser
7 小时
‘Providing the cake’: Model portfolios linked to greater cost satisfaction
A new report shows Australian clients have taken a shine to model portfolios to the benefit of both them and their financial ...
Independent Financial Adviser
2 天
ASIC announces pair of AFSL cancellations
The corporate regulator has cancelled two AFSLs, one against a Western Australia financial advice firm and one against an ...
Independent Financial Adviser
2 天
FSCP reprimands adviser over super contribution error
The Financial Services and Credit Panel has handed down a written reprimand to an adviser that it said provided incorrect ...
Independent Financial Adviser
3 天
FAAA puts forward phoenixing solution for ‘unjust’ CSLR claims
Acknowledging that “insolvency law might be hard to change”, the FAAA has argued the CSLR should be able to slug large listed ...
Independent Financial Adviser
3 天
Morgans takes top spot as largest individual licensee
AMP Financial Planning has dropped below Morgans Financial as Australia’s largest individual licensee, according to Wealth ...
Independent Financial Adviser
3 天
US private equity firm launches Insignia takeover bid
Insignia Financial has confirmed it is "considering" a US private equity giant's proposal to take control of the firm.
Independent Financial Adviser
3 天
Adviser reprimanded over tax liability error
The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure their ...
Independent Financial Adviser
3 天
Financial advice ‘most appealing’ to Gen Z: Report
While most advisers prioritise the pre-retiree and retiree client market, a new report shows that the younger generation is ...
Independent Financial Adviser
4 天
Associations urge advisers to target marginal electorates
As a federal election looms, both the AIOFP and FAAA are pushing for action in specific electorates that are considered ...
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