ifa - News and Insight for Independent Financial Advisers
WEBFlying the flag for Australia’s independent advice community.
Adviser numbers rebound during Q3 - ifa
WEB5 hours ago — Breaking down the past three months in terms of adviser number fluctuations, based on Wealth Data numbers, nine out of the past 13 weeks saw a growth in adviser numbers, with the remaining four weeks seeing a decline. This was a better performance than six weeks of growth during the same period a year ago.
What’s the value of a CFP? - ifa
WEB1 day ago — 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 confidence and financial satisfaction, with unadvised cohort rating 57 and 55, respectively.
News for financial planners and advisers - ifa
WEB2 days ago — News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
More Aussies believe they would benefit from financial advice
WEB2 days ago — 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 ...
FAAA announces Gwen Fletcher Memorial Award recipient - ifa
WEB21 hours ago — Craig Roberts of Elston Private Wealth in Queensland has been named the latest recipient of the Gwen Fletcher Memorial Award, which he said symbolised the “pinnacle” of his formal education. The award, named in honour of the late Gwen Fletcher, whom the Financial Advice Association Australia ...
How this adviser is tackling public misconceptions of financial ...
WEB4 days ago — Her academic journey isn’t just about personal milestones, it addresses a pressing issue – the widespread perception gap regarding advisers’ expertise. In a recent episode of the ifa podcast, Thomas, a senior wealth adviser at The Wealth Designers, highlighted the struggle for legitimacy in ...
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 ...
Financial advice: An equation of skills - ifa
WEBOct 30, 2023 — Advisers are more than up to all these tasks. In fact, Russell Investment’s annual analysis shows the value of an adviser in Australia is approximately 5.9 per cent in 2023.. This number is higher than the typical adviser fee paid by clients and a validation of the total service that advisers provide.
Super funds and insurers welcome ‘crucial’ advice reforms
WEBDec 8, 2023 — The financial advice reform package unveiled by the Albanese government on Thursday has been widely embraced by major players in the superannuation and insurance industries, who say that the move will allow millions …