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IFA
People & Products
ifa is hosting a free webcast in February on how one retirement income solution could prepare clients for retirement, sponsored by Allianz Retire+....
Financial planning
Money Management’s sister brand ifa proudly marked a decade of celebrating excellence in financial advice by honouring more than 30 winners at this year’s awards ceremony...
Financial planning
Nominations and submissions have opened for the 2023 ifa Excellence Awards to be held in Sydney on 6 December....
Financial planning
Despite a push for advice from banks and super funds, high-net-worth individuals favour advice from IFAs and just 10 per cent would want advice from their super fund, acc...
Financial planning
Australian Super chief executive, Ian Silk has questioned whether industry funds might have to accept responsibility for the quality of advice provided by Independent Fin...
Financial planning
Rising authorised representative costs might make it more sensible for independent financial advisers with relatively low turnovers to consider becoming salaried planners...
Life/Risk
Zurich has flagged growing its business on the back of completing its acquisition of ANZ’s OnePath life insurance business....
Funds management
Financial planners recommending managed accounts has doubled, despite users lacking proper education....
People & Products
ClearView has created a new role squarely aimed at enhancing its relationship with independent financial advisers....
Funds management
Industry Super Australia chief executive, David Whiteley has claimed the RG97 carve-out of investments via platforms represents a key distortion....
Superannuation
Industry Super Australia is claiming the interests of the big banks have been put ahead of those of consumers under the ATO’s proposed approach to employee selection of s...
Financial planning
The IFA market has marched ahead of the aligned channel in using managed accounts, with penetration in banks slower due to their conservative approach....
Funds management
Industry Super Australia has declared an interest in agriculture investment in the right circumstances and with the right changes being made....
Financial planning
With inflows to robo-advisers slowing down, robo-advice providers should look to the ageing IFA cohort to acquire high-net worth clients and buy their books....
People & Products
Insync Fund Managers has foreshadowed growth with the appointment of a business development manager to its Insync Global Titans Fund....
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...