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Independent Financial Adviser
2 小时
‘Too little, too late’: What can advisers expect from the CSLR review?
The government has launched a post-implementation review of the CSLR, but with a broad remit and an election on the way the ...
Independent Financial Adviser
3 小时
Younger investors leaning towards ETFs
Trading platform AUSIEX has broken down the most bought stocks in 2024 across different generations of Australians, with some ...
Independent Financial Adviser
4 小时
‘Continuum of advice’ key to expanding accessibility
According to the CEO of Otivo, digital advice could be the solution to Australia’s under-advice woes, allowing six times as ...
Opinion
Independent Financial Adviser
22 小时
Opinion
Solving the longevity equation
The “Longevity Equation” represents one of retirement planning’s most significant challenges: how to ensure your money lasts ...
Independent Financial Adviser
1 天
Dixon inquiry shouldn’t be a casualty of CSLR review: FAAA
On the back of the CSLR announcing a massive increase in the levy for next financial year, the FAAA has slammed the apparent effort to “avoid a genuine investigation” into the Dixon collapse.
Independent Financial Adviser
1 天
Who pays for the $50m: CSLR funding mystery won’t be solved before election
The CSLR levy for FY26 will soar past the sub-sector cap, however the scheme’s CEO told ifa the lack of clarity on how the ...
Independent Financial Adviser
1 天
Former adviser pleads guilty to stealing $1m from clients
A Perth-based financial adviser has pleaded guilty to a total of five offenses related to the misappropriation of more than ...
Independent Financial Adviser
3 天
Managed account registrations continued to rise in 4Q24
According to the latest findings, the December quarter has seen a relative spike in the registration of managed accounts ...
Independent Financial Adviser
3 天
Coastal Advice Group partners with US-based private equity firm
The Newcastle-based advice firm has announced a long-term strategic partnership with Merchant Wealth Partners to support ...
Independent Financial Adviser
3 天
Cyber security a ‘fundamental professional requirement’ for advisers
While some small business owners may think themselves safe from cyber crimes, advisers are warned to take heed because cyber ...
Independent Financial Adviser
5 天
Numerisk looks to shield TPC members with Aegis insurance product
The Principals’ Community has appointed insurance brokerage Numerisk as the preferred insurance partner for its members, ...
Independent Financial Adviser
4 天
Advice reform the ‘most pressing area of deregulation’: FSC
The FSC chief executive has argued that whoever forms government at the federal election should not just finalise advice ...
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