ifa - News and Insight for Independent Financial Advisers
WEBHolistic 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.
Advice profession in legislative limbo after 650 days - ifa
WEB1 day ago · According to Howarth, the sector has every right to second-guess whether the draft legislation will actually materialise. “The industry was dismayed to see the Assistant Treasurer pick and choose Michelle Levy’s recommendations and water down its deregulatory reforms but hopeful he would progress what survived in a timely manner. 650 days have now passed since Jones was handed Levy’s ...
Use of new technologies significantly impacting advice firm revenue
WEB1 day ago · Netwealth found that 81 per cent of these firms reported more than $1 million in revenue for the year ending 30 June 2024. One-third of this cohort also enjoyed an EBITDA rise of 11 per cent or higher in the last financial year. Moreover, just under half of these practices have $500 million in funds under advice and 42 per cent have above 500 ...
News for financial planners and advisers - ifa
WEBSep 20, 2024 · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
'Lots to do': How to make advice more affordable - ifa
WEB4 days ago · While the Delivering Better Financial Outcomes (DBFO) reforms have been heralded as a significant step towards reducing the cost of advice to make it more affordable for Australians, the first tranche seems to have barely made a dent and the second is not yet in sight. On the latest episode of the ifa …
‘Opportunities are massive’: The case for entering advice
WEB3 days ago · news. September 24, 2024 By Keith Ford. Speaking to an audience of prospective advisers at a Striver Brimstone event in Sydney on Monday, Rachel Bell, training and relationship manager at Sustainable Life Solutions, said the pathway to owning your own advice firm can be an attractive option. “The opportunities for advice are massive.
Submissions open for ifa Excellence Awards 2024 - ifa
WEBAug 13, 2024 · 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 ...
Podcast - ifa
WEBSep 4, 2024 · Podcast - A series of videos providing industry insights ideal for independent financial planners and advisers.
Business Growth Strategies - ifa
WEBAug 16, 2024 · 43.9%. See details. The latest business strategy news and insights geared to helping Australia's financial planners and advisers drive business growth.
Latest Issue - ifa
WEBFor over 14 years ifa magazine has been the trusted source of information for Australia's financial planning sector. From business growth strategies and best practice to market intelligence, insights, opinion and all the latest industry news, ifa magazine is the must-read title for Australian financial planners and advisers. subscribe now.
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