ifa - News and Insight for Independent Financial Advisers
WEBAdvisers deliver clients 5.7% value in 2024. According to a new report, advised investors are at least 5.7 per cent better off than non-advised investors.
News for financial planners and advisers - ifa
WEB4 days ago · August financial adviser exam pass rate plummets. News | 06 September 2024 | by Keith Ford. ASIC has released the results from the 26th cycle of the exam, with the pass mark at its lowest level since November 2022. Read more.
Holistic advice growth stalls, but accounting model sees gains in …
WEB21 hours ago · Turning to the accounting model, it presents a story of two contrasting trends. On the positive side, the accounting–financial planning model, largely made up of accounting firms offering holistic advice, experienced the strongest growth in 2024 YTD, increasing by 1.5 percent - this translates to a gain of 13 advisers, bringing the total to 898.
Adviser trust surges back to 2014 levels, signalling new era of …
WEB3 days ago · The level of trust in Australian financial planners has bounced back to its pre-Hayne levels, new research from CoreData has revealed. In 2014, advisers were rated 5.5 on the trust scale, which then took a major hit in 2017 during the royal commission when trust levels fell to nearly 3 out of 10. Several advisers previously described to ifa’s ...
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 ...
Winners of Australian Wealth Management Awards revealed - ifa
WEBMay 8, 2024 · ifa is a wealth publishing network that hosted the inaugural Australian Wealth Management Awards in Sydney on 8 May 2024. The awards celebrated the achievements of the best and brightest in the nation’s wealth …
Finalists unveiled at first-ever Australian Wealth Management …
WEBMar 5, 2024 · ifa is pleased to reveal that 263 members of the financial services industry have been chosen as this year’s finalists. The awards feature 239 group finalists and 24 individual finalists, including Financial Adviser of the Year and Young Adviser of the Year (35 years or younger). Click here to view the full list of finalists.
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.
FPA and AFA officially merge to become the FAAA - ifa
WEBApr 3, 2023 · The Financial Planning Association of Australia (FPA) and the Association of Financial Advisers (AFA) have completed their merger to create the Financial Advice Association Australia (FAAA). The new association will have a unified voice for the financial advice profession and a new logo with three speech bubbles.
‘Enough space’ for independent advice and institutions - ifa
WEBFeb 15, 2024 · 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 ...
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