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Independent Financial Adviser
2 天
Adviser numbers up double digits as fund manager adds 24
The number of financial advisers was up 15 over the last week, while a Melbourne and Perth-based fund manager went from two ...
Independent Financial Adviser
2 天
Advice reform the ‘most pressing area of deregulation’: FSC
The FSC chief executive has argued that whoever forms government at the federal election should not just finalise advice ...
Independent Financial Adviser
2 天
A ‘true partner’ to super: Industry farewells Stephen Jones
Super fund bodies have been quick to thank outgoing Financial Services Minister Stephen Jones for his contributions to the ...
Independent Financial Adviser
2 天
Advisers set to increase exposure in private markets
A study has revealed that advisers are setting their sights on private markets in 2025 on the back of growing client interest ...
Independent Financial Adviser
2 天
Jones announces CSLR review as advice sector levy hits $70m for FY25–26
Jones has announced a “comprehensive review” of the CSLR following the revelation that the levy estimate for financial ...
Independent Financial Adviser
4 天
Let’s call 2025 the year of digital advice: Otivo
While digital advice certainly garnered plenty of attention last year, the CEO of Otivo believes it will become “ubiquitous” ...
Independent Financial Adviser
8 天
Is digital advice actually helping advice affordability?
Despite being heralded as the cure for advice inaccessibility, industry consultants say low take-up of digital advice may ...
Independent Financial Adviser
3 天
Stephen Jones announces retirement ahead of election call
The Financial Services Minister has announced that he will retire from federal politics at the next election. Assistant ...
Independent Financial Adviser
3 天
Numerisk looks to shield TPC members with Aegis insurance product
The Principals’ Community has appointed insurance brokerage Numerisk as the preferred insurance partner for its members, ...
Independent Financial Adviser
2 天
Perpetual AUM up despite $3.8bn net outflows in Q2
Wealth giant Perpetual reported “mixed” results across its divisions in 2Q25, according to its latest business update.
Independent Financial Adviser
1 天
$70m CSLR levy could ‘bankrupt financial advisers’: FAAA
FAAA chief executive Sarah Abood said she was “shocked” at the estimated CSLR levy for 2025-26, with the bill potentially exceeding $4,500 per adviser.
Independent Financial Adviser
3 天
Advice inaccessibility proves taxing on unwitting retirees
Recent findings have revealed that around 700,000 Australian retirees could be paying hundreds, if not thousands, in ...
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