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Independent Financial Adviser
4 小时
Privacy regulation enforcement can’t be industry funded: FAAA
The FAAA has largely backed proposed amendments to the Privacy Act, however it has pushed back against the possibility of the ...
Independent Financial Adviser
4 小时
Low financial understanding holding back ‘aspiring’ Australians
Financial advisers are key to helping younger Australians reach their financial goals, yet just 7 per cent have an ongoing ...
Independent Financial Adviser
3 小时
‘Spectrum of advice needs’: CFS details digital advice offering
Otivo and CFS have officially launched their $88 digital advice tool for unadvised FirstChoice members, while acknowledging ...
Independent Financial Adviser
4 小时
Challenger 1Q25 life sales down 14%
The firm had $2.4 billion of total life sales over the quarter, attributing the dip to a $619 million lifetime annuity deal ...
Independent Financial Adviser
4 小时
Individual risk sales down 8.5%
Total in-force risk business (individual and group) written by life companies decreased by 0.8 per cent in the year to June ...
Independent Financial Adviser
5 小时
Adviser inflows bolster AMP North as AUM hits $78bn
The platform saw a 76 per cent increase in net cashflows for the September quarter, while AMP’s new partnership for its ...
Independent Financial Adviser
1 天
Financial advisers ‘pivotal’ to a secure transfer of wealth
With $3.5 trillion in assets set to change hands by 2050, an industry expert has stressed the significant role of advisers in ...
Independent Financial Adviser
1 天
TAL reduces need for mandatory health testing for clients
The Australian life insurer claims this change will mean nearly 45 per cent fewer clients will need to undertake a mandatory ...
Independent Financial Adviser
2 天
Sandwich generation offers advisers chance for 'lasting relationships'
The ‘sandwich generation’ is under mounting financial pressure, driving increased reliance on financial advisers who now have ...
Independent Financial Adviser
2 天
'Major milestone': Managed accounts FUM surpasses $200bn
Funds under management (FUM) in managed accounts continues to see growth over the first half of the year, according to a new ...
Independent Financial Adviser
2 天
DASH completes acquisition of Integrated Portfolio Solutions
Initially announced in July, DASH Technology Group has officially completed its 100 per cent acquisition of Integrated ...
Independent Financial Adviser
2 天
Dixon’s parent company delays ASX delisting vote
Dixon Advisory parent company E&P Financial Group has told shareholders that the vote on its delisting from the ASX would be ...
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