ifa - News and Insight for Independent Financial Advisers
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News for financial planners and advisers - ifa
WEB5 days ago · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Holistic advice growth stalls, but accounting model sees gains in …
WEB1 day 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.
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 legally completed their merger to form the Financial Advice Association Australia (FAAA). In a statement issued on Monday, the FPA and AFA confirmed that from 3 April 2023, their staff will come together as a …
What does the average Australian adviser look like? - ifa
WEBMay 3, 2023 · An adviser’s average client base was 119 clients in 2022, with 28 being once-off clients and 91 being recurring clients. In 2021, the average client base had 115 clients, with 27 being once-off and 88 recurring. The average practice had fewer than 10 advisers and revenue between $500,000 and $1 million, which is in line with the 2021 results.
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 ...
‘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 ...
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.
Super funds and insurers welcome ‘crucial’ advice reforms
WEBDec 8, 2023 · Aware Super chief executive officer Deanne Stewart said the reforms represent a “crucial extension” to the advice services super funds can currently offer their members. “ These important reforms enable us to significantly increase the scale at which we can provide safe, accessible, and high-quality financial advice to the 5 million ...
Podcast - ifa
WEBAug 28, 2024 · Podcast - A series of videos providing industry insights ideal for independent financial planners and advisers.
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