ifa - News and Insight for Independent Financial Advisers
Flying the flag for Australia’s independent advice community.
News for financial planners and advisers - ifa
News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
Product provider relationships as critical as client communication
5 hours ago · Though there are a number of habits that can cause harm to advisers’ business, as noted by Adviser Ratings, maintaining communication with clients outside of annual meets can be a challenge, largely due to a chronic lack of time, which can cause significant harm to adviser-client relationships.
More than 10m Australians open to seeking financial advice
Dec 10, 2024 · The 2024 Australian Financial Advice report reveals evolving priorities across Australia’s financial advice landscape, with insights into changing client expectations and adviser engagement.. The latest report indicates there is a high demand for advice, with more than 10 million Australians open to seeking financial advice.
About us - ifa
Phillip is a media executive with over 20 years’ experience, in a career that spans finance, real estate, business and economics. He has a passion for property and leads the content strategy for the market and business intelligence platforms at Momentum Media (www.momentumemdia.com.au) aimed at the real estate and consumer wealth sectors.This includes REB (realestatebusines.com.au), RPM ...
The problem with providing the ‘best’ advice - ifa
1 day ago · “The intention was never that the word ‘best’ was to be conflated with the recommendation itself. That was basically born out of this requirement that the government at the time and the industry at the time sought the need to show that the advice was putting the interests of the client ahead of the interests of the advice provider,” Ross said.
Winners unveiled for ifa Excellence Awards 2024 - ifa
Dec 5, 2024 · Members of the financial services industry gathered tonight (Thursday, 5 December 2024) for the 11th annual ifa Excellence Awards ceremony at The Fullerton Hotel in Sydney, hosted with support from principal partner Padua.A total of 36 winners were honoured for excellence tonight out of over 300 finalists who competed across 20 individual and 13 group submission-based categories.
IFA Excellence Awards - 2024 Winners and Finalists | IFA
Holistic Adviser of the Year - NSW. Abraham Aguilan, Affluens360 Tanya Carlson, Amplify Wealth Management. Andrew Debono, Peak Wealth Management. Stefano Duro, Pure Private Wealth
Finalists revealed for ifa Excellence Awards 2024 - ifa
Oct 14, 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 ...