ifa - News and Insight for Independent Financial Advisers
Sandwich generation offers advisers chance for 'lasting relationships' The ‘sandwich generation’ is under mounting financial pressure, driving increased reliance on financial advisers who now ...
Financial advisers ‘pivotal’ to a secure transfer of wealth
2 天之前 · 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 the transfer of wealth process in order to secure wealth and assets for future generations. news. news October 16, 2024By Shy-ann Arkinstall.
HUB24 reports 17% lift in advisers using its platform - ifa
2 天之前 · HUB24 has reported a 17 per cent quarterly rise in the number of advisers using its platform. In the three months to 30 September 2024, HUB24's funds under administration (FUA) rose from $104.7 billion in the previous quarter to $113 billion – marking a “strong start to FY25”, it stated. The firm’s platform FUA grew 8 per cent over the ...
Finalists revealed for ifa Excellence Awards 2024 - ifa
5 天之前 · Returning for its 11th year, in collaboration with principal partner Padua, the ifa Excellence Awards celebrates the outstanding achievements of independent financial advisers and practices, as well as the broader financial services industry across Australia. A total of 304 finalists will battle it out for awards across 20 individual and 13 group submission-based categories this year.
IFA Excellence Awards - 2024 Finalists | IFA
Transformation of the Year - Individual. Jessica Brizuela, Allied Wealth. John Cachia, Thriving Wealth. Joel Carty, Solace Financial. Yin Chin (Janice) Choo, Big Oak Financial Services. Michael Khouri, Better Financial Planning Australia. Timothy Lea, Pivot Wealth. Adam Niksic, RSM Financial Services Australia. Wayne Terry, Financial Edge Group.
News for financial planners and advisers - ifa
6 天之前 · Neither. 43.9%. See details. News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Submissions open for ifa Excellence Awards 2024 - ifa
2024年8月13日 · The unparalleled ifa Excellence Awards is returning for its 11 th year, with support from principal partner Padua, to recognise independent financial advisers and their practices as well as the top businesses and professionals in the financial services sector across Australia.. Submit an entry or nominate a worthy colleague or business by Thursday, 12 September 2024, for the opportunity to be ...
What’s the value of a CFP? - ifa
2024年10月3日 · The index also broke the responses down to split out responses from Australians that work with a CFP, with the responses even more positive. Looking at quality of life, unadvised respondents rated at 62, while non-CFP advised clients were at 71 and CFP advised clients rated a 77. The difference was even more stark when looking at financial ...
More Aussies believe they would benefit from financial advice
news. October 02, 2024 By ifa team. According to the 2024 MLC Financial Freedom Report, as many as 24 per cent of Australians say they would benefit from professional financial advice, up from 20 per cent a year earlier. The research, based on surveys of 2,507 Australians across diverse demographics, found that Australians see financial ...
‘Enough space’ for independent advice and institutions - ifa
2024年2月15日 · There has been considerable concern from advisers following Financial Services Minister Stephen Jones’ December announcement that banks and superannuation funds will be invited back into the financial advisory field as part of the Quality of Advice Review (QAR) reforms. Speaking on a recent ifa podcast, chief executive of the Financial ...