ifa - News and Insight for Independent Financial Advisers
Sandwich generation offers advisers chance for 'lasting relationships' The ‘sandwich generation’ is under mounting financial pressure, driving increased reliance on financial advisers who now ...
Adviser numbers up 159 across September quarter - ifa
14 hours ago · Wealth Data has revealed the top five licensees for financial adviser growth over the September quarter. The research house found that between 1 July to 30 September 2024, there was a net rise of 159 advisers in the three-month period, an improvement from 108 in Q3 last year. This quarter’s growth ...
News for financial planners and advisers - ifa
Oct 11, 2024 · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Will licensees maintain onerous SOA requirements despite DBFO …
14 hours ago · The unwieldy length of statements of advice (SOA) requirements have been an ongoing issue within the advice profession; however, the second tranche of Delivering Better Financial Outcomes (DBFO) reforms is slated to remove much of these excessive requirements. Specifically, Financial Services ...
Finalists revealed for ifa Excellence Awards 2024 - ifa
Oct 11, 2024 · Returning for its 11th year, in collaboration with principal partner Padua, the ifa Excellence Awards celebrates the outstanding achievements of independent financial advisers and practices, as well as the broader financial services industry across Australia. A total of 304 finalists will battle it out for awards across 20 individual and 13 group submission-based categories this year.
Adviser numbers stabilise, only 1% drop in Q2 2024 - ifa
Aug 16, 2024 · According to Adviser Ratings’ Q2 2024 Musical Chairs Report, the latest quarter saw more than four advisers exit for every new entrant, noting a 1 per cent decline in the total adviser population, despite 95 new entrants, landing at a total of 15,415 at the end of the quarter.. Notably, this period covers the end of the 2023–24 financial year, which, according to Wealth Data, saw a net ...
Submissions open for ifa Excellence Awards 2024 - ifa
Aug 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 ...
Australia’s top adviser platforms ranked - ifa
Feb 24, 2021 · The Investment Trends 2020 Platform Benchmarking & Competitive Analysis Report, which ranks 15 major investment platforms according to functionality and adviser preferences, revealed that HUB24 had secured the top overall ranking with a functionality score of 89 per cent.. This was closely followed by Netwealth with 88.9 per cent, and Praemium in third place with 84.8 per cent.
Financial advisers ‘pivotal’ to a secure transfer of wealth
3 days ago · With $3.5 trillion in assets set to change hands by 2050, an industry expert has stressed the significant role of advisers in the transfer of wealth process in order to secure wealth and assets for future generations.
What does the average Australian adviser look like? - ifa
May 3, 2023 · Last week, Adviser Ratings released its 2023 Australian Financial Advice Landscape report, which provides a snapshot of the wealth management industry. According to the report, the average age for an Australian adviser has dropped from 51 years old in 2021 to 49 years old in 2022, while the average salary has improved 7.4 per cent from $135,000 to $145,000 over the last 12 months.