ifa - News and Insight for Independent Financial Advisers
WEBThe opportunity for advisers is growing with super assets per adviser rising 300 per cent, according to new research.
Adviser numbers rebound during Q3 - ifa
WEB11 hours ago — Adviser numbers rebound during Q3. The third quarter of 2024 saw a strong rise in financial adviser numbers, according to Wealth Data figures, marking an improvement on the same time a year ago. Breaking down the past three months in terms of adviser number fluctuations, based on Wealth Data numbers, nine out of the past 13 weeks saw a growth ...
What’s the value of a CFP? - ifa
WEB1 day ago — The index also broke the responses down to split out responses from Australians that work with a CFP, with the responses even more positive. Looking at quality of life, unadvised respondents rated at 62, while non-CFP advised clients were at 71 and CFP advised clients rated a 77. The difference was …
News for financial planners and advisers - ifa
WEB3 days ago — 9.7%. Luke Howarth. 46.4%. Neither. 43.9%. See details. News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.
More Aussies believe they would benefit from financial advice
WEB2 days ago — news. October 02, 2024 By ifa team. According to the 2024 MLC Financial Freedom Report, as many as 24 per cent of Australians say they would benefit from professional financial advice, up from 20 per cent a year earlier. The research, based on surveys of 2,507 Australians across diverse demographics, found …
How this adviser is tackling public misconceptions of financial ...
WEB4 days ago — Dawn Thomas is on a mission to transform how the public views financial advisers. Her academic journey isn’t just about personal milestones, it addresses a pressing issue – the widespread perception gap regarding advisers’ expertise. In a recent episode of the ifa podcast, Thomas, a senior wealth adviser at The Wealth Designers ...
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 ...
Financial advice: An equation of skills - ifa
WEBOct 30, 2023 — Advisers are more than up to all these tasks. In fact, Russell Investment’s annual analysis shows the value of an adviser in Australia is approximately 5.9 per cent in 2023.. This number is higher than the typical adviser fee paid by clients and a validation of the total service that advisers provide.
Adviser shares optimistic outlook for 2024 amid industry ...
WEBDec 28, 2023 — I hope that we will have greater flexibility around how advice is presented to members and that advice fees become tax deductible. Having greater control over what the statement of advice looks like will enable us to deliver advice clearly, concise, and directly meets the members goals and objectives.
The evolution of advisers’ status and recognition - ifa
WEBDec 15, 2023 — When discussing the government’s proposal for the creation of a two-tiered advice system, Mr Jones said: “The exact level of education will be determined in time, but a minimum standard of a diploma may be the right balance to be less onerous than the requirements for professional advisers.”