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Independent Financial Adviser
5 小时
Does AI have a role in client meetings?
Generating documents and taking care of time-consuming tasks have been the most common examples of early AI adoption in ...
Independent Financial Adviser
5 小时
How this adviser is tackling public misconceptions of financial advisers
Dawn Thomas is on a mission to transform how the public views financial advisers. Her academic journey isn’t just about ...
Independent Financial Adviser
5 小时
Survey reveals rising ETF preference among advisers
The annual survey of Australian financial professionals revealed that 70 per cent of respondents had allocated to ETFs more frequently over the last 12 to 18 months (up from 62 per cent last year), ...
Independent Financial Adviser
5 小时
ASIC crackdown: A double-edged sword for single advisers
ASIC’s proactive crackdown on rogue advisers marks a positive shift, but for single practitioners managing their own licenses ...
Independent Financial Adviser
7 小时
Does technology usage influence business revenue?
A new report suggests that advice firms that commit greater resources to technology tend to see higher annual revenue.
Independent Financial Adviser
3 天
Charlie Viola establishes Viola Private Wealth after departing Pitcher Partners
A new wealth management firm has launched, with the aim of growing and safeguarding the wealth of high-net-worth clients.
Independent Financial Adviser
3 天
Acquisition prompts significant shift in adviser numbers
The financial advice and fintech firm – which has offices located in NSW, Western Australia and South Australia – has ...
Independent Financial Adviser
3 天
HUB24 acquires stake in alternatives operator to expand adviser access
Platform HUB24 has taken a minority stake in Reach Alternative Investments to offer a broader range of alternative products ...
Independent Financial Adviser
3 天
How advisers can foster financial literacy for the next generation
There's a pressing need to educate young Australians about superannuation and financial responsibility, as many remain ...
Independent Financial Adviser
3 天
Profession remains hopeful despite ‘legislative fatigue’
While advisers suffered a lot of adversity during the royal commission and ensuing legislation, Iress’ head of customer ...
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