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Independent Financial Adviser
1 天
Collaborative solutions needed to bridge Australia’s life insurance gap
As affordability and a shortage of risk advisers continue to limit Australians’ access to life insurance, industry experts ...
Independent Financial Adviser
2 天
Managed accounts save advisers up to 20 hours per week, new research shows
Elixir Consulting and Lonsec have quantified the efficiency gains of using managed accounts in financial advice practices in ...
Independent Financial Adviser
2 天
Unclear entry criteria is impacting the next generation of advisers
The lack of new entrants is an ongoing issue for the financial advice profession; however, a university lecturer says this ...
Independent Financial Adviser
2 天
‘Like any other tool’: Finding a balanced approached to AI in advice
As AI becomes increasingly prevalent in the advice profession, advisers must strike a balance between leveraging its ...
Independent Financial Adviser
2 天
Holistic advice growth stalls, but accounting model sees gains in 2024
Wealth Data has analysed the year-to-date shift in the number of financial advisers providing holistic advice.
Independent Financial Adviser
3 天
Taylor makes election pitch, promises to fast-track Levy review
Shadow treasurer Angus Taylor has unveiled the Coalition’s bold new financial services strategy, which includes fast-tracking ...
Independent Financial Adviser
6 天
Inability to access advice significantly impacting Australian retirees
A lack of “retirement literacy” is causing Australians to lean heavily on state-funded pensions to finance their lives ...
Independent Financial Adviser
3 天
New report highlights significant unmet advice need in the SMSF sector
Over 70 per cent of SMSFs are not benefiting from access to professional financial advice, according to a new report.
Independent Financial Adviser
3 天
Finalists revealed for first-ever Momentum Media Australian AI Awards
Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have ...
Independent Financial Adviser
3 天
'Hidden epidemic': Advisers' role in addressing suspected financial abuse
Financial advisers are ideally positioned to identify and address cases of financial abuse, however, an industry veteran ...
Independent Financial Adviser
4 天
Striver and BT launch career pathways program
The two firms have announced a new online development initiative to support more new entrants in joining the financial advice ...
Independent Financial Adviser
5 天
Is it time for a new approach to the ‘hot mess’?
A recent poll has confirmed the Coalition’s surge ahead of Labor, reinforcing ifa’s findings that there is a clear preference ...
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