Flying the flag for Australia’s independent advice community.

3 days ago · News - Daily online news geared to helping Australia's financial planners and advisers drive business growth.

4 days ago · As demand for financial advice continues to outstrip supply, the founder and chief executive of Otivo, Paul Feeney, told ifa that there needs to be a “continuum of advice” in place to service Australians at a range of price points, spanning from basic digital guidance to professional, comprehensive advice.

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 ...

Jan 13, 2025 · Praemium’s AI & Integrations report has found that advice firms with strong growth intentions often have high levels of digital integrations, which can correlate with an increased tendency towards increased AI adoption. According to the report, 65 per cent of those exhibiting such growth plans are ...

Jan 4, 2025 · Takeaways from 2024 . What was the most significant thing (good or bad) to come out of this year? I think 2024 might be recognised as the year the industry finally started paying attention to wealth accumulators.

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.

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.

Oct 22, 2024 · In its submission to the Senate legal and constitutional affairs committee inquiry into the Anti-Money Laundering and Counter Terrorism Financing Amendment Bill 2024, the Financial Advice Association Australia (FAAA) said there have been considerable changes to the financial advice landscape since the AML/CTF regime was introduced.

Nov 7, 2024 · According to the findings, 71.7 per cent (11,124) of the 15,516 advisers currently registered are under a privately-owned licensee, with the largest majority under a licensee with no more than 10 advisers.