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Independent Financial Adviser
17 小时
Should AFCA only consider capital losses in its determinations?
The head of a licensee says that providing compensation on a “but for” case is unfairly costing advisers for hypothetical ...
Independent Financial Adviser
21 小时
How to foster diversity and inclusion in the workplace
Ahead of the Women in Finance Summit 2024, Matina Moffitt, partner, financial services – superannuation, audit, and assurance ...
Independent Financial Adviser
21 小时
Intelliflo partnership introduces ‘gamified’ client questionnaires
The partnership will see Capital Preferences’ behavioural economics and decision science expertise utilised on intelliflo’s ...
Independent Financial Adviser
21 小时
Why advisers can help nail the ‘right idea at the right time’
According to an adviser, timing is the most important factor when it comes to money, with his new book explaining how ...
Independent Financial Adviser
21 小时
Insignia spruiks ‘power of financial advice’ in new strategy
Ahead of its investor day, the firm has outlined its goal of building out its advice businesses to help “improve people’s ...
Independent Financial Adviser
1 天
AMP bolsters North’s operations with new leadership team hires
North, AMP’s wrap platform, has announced three new senior hires to strengthen the platform’s client servicing, investment ...
Independent Financial Adviser
1 天
Super funds to advise the ‘missing middle’
An industry veteran says superannuation funds should be doing more to help Australians manage their retirement savings while ...
Independent Financial Adviser
1 天
‘Be careful’: Should advisers wait to pursue tax deductions?
On 25 September, the Australian Taxation Office (ATO) released its final determination (TD 2024/7), updating its position on ...
Independent Financial Adviser
1 天
Adviser launches petition to fight RITC increase
In December last year, the Australian Taxation Office (ATO) announced that on 1 July 2024, super funds and IDPS operators ...
Independent Financial Adviser
1 天
‘Opportunity everywhere’: Creativity key to advisers maintaining their value
With the introduction of new technology and legislation expected to considerably reduce the amount of administrative work for ...
Opinion
Independent Financial Adviser
2 天
Opinion
Incorporation by reference SOA: The legal shortcut you didn’t know you needed
There is a third document that a provider of personal advice can use that is less commonly known or used than the standard ...
Independent Financial Adviser
2 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 ...
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