ifa - News and Insight for Independent Financial Advisers
Jan 4, 2025 · Director of Wealth Planning Partners, Amanda Cassar, explains how the profession has grown over 2024 as part of ifa’s holiday advice series
'One-in-a-generation opportunity' to reimagine the SOA - ifa
1 day ago · “This inefficiency represents a massive opportunity for practices willing to reimagine their approach to advice delivery,” the firm said. However, even with no timeline for when these reforms may come into play, Adviser Ratings suggested that there is room for change within the current regulatory framework, with some advisers already utilising video record of advice discussions, AI-powered ...
Financial services urged to prioritise growing the impact …
2 days ago · As interest in ethics-based investing has risen over recent years, members of Australia’s impact investing community are calling on the government and key players in the financial services sector to focus their efforts on securing the country’s position as a “credible player in impact investing”.
Increasing demand for ESG a boost for financial advice - ifa
1 day ago · Financial advisers need to increase their environmental, social and governance (ESG) conversations with client, global consulting firm Capgemini said in its Top trends 2025: Sustainability in financial services report.. The report argued that 2025 will see over 70 per cent of Millennials and Gen Z will prioritise sustainability in their purchasing decisions, with the shift largely driven by ...
Standard of advice professionalism lifting ‘higher and higher’
5 days ago · Takeaways from 2024. How has the profession grown over the year? Like each year before it, I see the standard of advice professionalism lift higher and higher – more advisers are recognising their value is more than just product or strategy, and is in the ability to connect, understand, empathise and deliver for their clients.
What issues are advisers going to face in 2025? - ifa
4 days ago · SMSF Association CEO Peter Burgess said that considering the government was focused on creating a new class of advisers to provide safe and simple advice, it remains a mystery as to why the role other professional advisers could play, such as accountants, was still being overlooked.
News for financial planners and advisers - ifa
2 days ago · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
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
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 ...