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Independent Financial Adviser
5 小时
AZ NGA acquires Sydney-based advice firm
The professional service group has announced its acquisition of StrategyOne Advice Network as it continues to partner with ...
Independent Financial Adviser
6 小时
Cbus appoints head of advice following Advice Essentials Plus launch
Embattled super fund Cbus has appointed Matt King in what it called the “critical role” of head of advice. King was ...
Independent Financial Adviser
5 小时
Advice key to boosting retirement preparedness
A report by Brighter Super, in conjunction with Investment Trends, has revealed that less than a third (29 per cent) of ...
Independent Financial Adviser
6 小时
AWAG makes second equity investment
The financial services group has expanded its reach with its second equity partnership investment, saying there are more in ...
Independent Financial Adviser
7 天
Kirkland cautions against ‘snake oil’ salesmen recommending super switching
ASIC commissioner Alan Kirkland has continued the regulator’s cold-calling and inappropriate super switching campaign, ...
Independent Financial Adviser
7 天
‘Seems to be a bit of a problem’: Bragg takes aim at Jones
Liberal senator Andrew Bragg has questioned whether Stephen Jones’ office is the source of the slow progress on financial ...
Independent Financial Adviser
7 天
Shifting advice space driving paraplanning evolution
According to an industry veteran, after a decade of stalled progress, paraplanners will need to evolve as the profession sees ...
Independent Financial Adviser
3 天
ASIC continues focus on dodgy super switching in 2025 enforcement priorities
The corporate regulator has put “misconduct exploiting superannuation savings” right at the top of its list for enforcement ...
Independent Financial Adviser
3 天
Platforms constraining advisers’ ability to deliver access to alternatives: Report
New research has revealed that high-net-worth investors are increasingly interested in alternative assets; however, some ...
Independent Financial Adviser
3 天
‘Long way to go’ before CSLR is sustainable: What changes are on the table?
The FAAA has put its case for fixing the CSLR to Treasury, but what can actually be done to ensure that a compensation scheme ...
Independent Financial Adviser
3 天
Balancing opportunity and risk of AI in advice
AI has quickly worked its way into advice technology, but how much should AI be taking on and how far will it go?
Independent Financial Adviser
7 天
LGT Crestone to acquire Commonwealth Private Advice
Australia’s largest bank is set to fully exit the advice space as LGT Crestone announces plans to purchase Commonwealth ...
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